Suresh Donthineni
Professional summary
Suresh Donthineni, who also goes by Kumar Donthineni, Rao Donthineni, is a registered financial advisor currently at OLYMPIA WEALTH MANAGEMENT located in Lafayette, California.
Suresh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Suresh has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suresh Donthineni's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2019 - Present
OLYMPIA WEALTH MANAGEMENT
Office #1: 3370 Mt Diablo Blvd., Lafayette, CA 94549September 11, 2013 - March 7, 2019
CETERA INVESTMENT ADVISERS LLC
October 24, 2012 - March 7, 2019
CETERA FINANCIAL SPECIALISTS LLC
January 20, 1993 - March 10, 1993
CHATFIELD DEAN & CO., INC.
October 5, 1992 - December 18, 1992
CHATFIELD DEAN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/28/2019)
Exams
Current Firm
OLYMPIA WEALTH MANAGEMENT
CRD#: 300261 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 18,503,177 |
Red Flags
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Company Information
OLYMPIA WEALTH MANAGEMENT
CRD#: 300261Lafayette, CA 94549TRUST BUT VERIFY
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