AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RA

Ramesh K. Anantha

Some features on this profile are disabled
CRD#: 2635942
RA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ramesh Kumar Anantha, who also goes by Ramesh K Anantha, Ramesh Kumar Anantha, Ramesh Anantha, was a registered financial professional .

Ramesh is a previously registered financial professional and started their career in finance in 1996. Ramesh had worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ramesh K Anantha | Ramesh Kumar Anantha | Ramesh Anantha

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 18, 2017 - July 5, 2017

FIRST EMPIRE SECURITIES, INC.

BD
CRD#: 15129
HAUPPAUGE, NY
Past

October 27, 2016 - January 13, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHARLOTTE, NC
Past

September 1, 2015 - April 13, 2016

CG CAPITAL MARKETS, LLC

BD
CRD#: 35513
BOCA RATON, FL
Past

September 29, 2014 - April 13, 2015

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHARLOTTE, NC
Past

December 3, 2012 - March 7, 2013

PIERPONT CAPITAL ADVISORS LLC

BD
CRD#: 108424
CHARLOTTE, NC
Past

December 3, 2012 - March 31, 2014

SANTANDER US CAPITAL MARKETS LLC

BD
CRD#: 150696
CHARLOTTE, NC
Past

March 8, 2010 - November 29, 2012

CROSS POINT CAPITAL LLC

BD
CRD#: 136223
CHARLOTTE, NC
Past

July 8, 2008 - February 26, 2010

AUSTIN ATLANTIC CAPITAL INC.

BD
CRD#: 43981
CHARLOTTE, NC
Past

November 17, 2005 - July 2, 2008

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
CHARLOTTE, NC
Past

August 17, 2001 - December 7, 2004

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

January 25, 2001 - May 4, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 1, 1999 - August 24, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 2, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

August 16, 1996 - February 2, 1998

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 19002
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/9/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FE
FIRST EMPIRE SECURITIES, INC.
FIRST EMPIRE SECURITIES, INC.

CRD#: 15129 / SEC#: , 8-31701

BD
Terminated by SEC on 06/29/2019
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 04/03/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST EMPIRE HOLDING CORP.OWNER
ACCOLLA, GINA MARIECHIEF COMPLIANCE OFFICER2564494
BHOLAN, LENA NFINANCIAL PRINCIPAL2809864
NEEDLEMAN, ERIC DAVIDCHIEF EXECUTIVE OFFICER2773431
SCHRICK, FREDERICK RICHARDTREASURER5636488

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST EMPIRE SECURITIES, INC.

CRD#: 15129

TRUST BUT VERIFY

Monitor Ramesh Anantha

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics