RC
Ramesh K. Cherivirala
EAGLE STRATEGIES LLC
SUGARLAND, TX 77478
Some features on this profile are disabled
CRD#: 4462122
RC
Professional summary
Ramesh K Cherivirala is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Sugarland, Texas and NYLIFE SECURITIES LLC located in Sugarland, Texas.
Ramesh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ramesh has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 13135 DAIRY ASHFORD RD, SUITE 550, SUGAR LAND, TX 77478; START DATE 08/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF RCHERRY FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: SUGAR LAND, TX; START DATE: 11/2015] [South Asian Political Forum - RADIO DABANG.; Entertainment radio show: Topics mainly include bringing awareness about the local, state, national and international politics that affect South Asian communities in Houston area. It is for 2 hours on every Saturday for three months.; 6161 Savoy Dr, # 910, Houston, TX 77036; Start Date 04/2016; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Woodbridge Home Owners Association; Help preserve, strengthen, and enrich the quality of life for all homeowners through Beautification, Community Awareness, Partnership, Safety/Crime Awareness.; 12000 Lake woodbridge, sugar land, tx 77498; Start Date 02/2017; Role/Title: SECRETARY; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Sri Vasavi Association of Houston; Religious and charitable organization.; 27510 Stoneybrook manor ln, Katy, TX 77494; Start Date 01/2021; Role/Title: Board of Trustee; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;Advise the board members as and when they approach. Monitor their services/activities and advise as needed] [FAMILY FIRST COALITION PAC (FFC); FFC is dedicated to protecting nuclear family, strongly supports individual rights and freedom as set forth in the Constitution and advocates for fair taxation, minimal government regulation, freedom of speech and the right to peaceful petition.; 706 OVERDELL DR. SUGAR LAND, TX 77479; Start Date 01/2021; Role/Title: SECRETARY; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Attend board meeting, take notes and keep it for safe keeping] [Shirdi Sai Jalaram Mandir (SSJM); Organize religious, spiritual, religious education and cultural purposes. Promote the teachings of Sai Baba based on 'Santana Dharma' (Ageless Wisdom) of the Hindu religion whose tenets are Truth, Love, Peace, Right Conduct, and Non-violence.; 13845 West Belfort St, Sugar Land, TX 77498; Start Date 05/2021; Role/Title: Board of Trustee; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; trustee] [Indo-American Charity Foundation; Raise funds to help the underprivileged in USA.; P.O. BOX 18184, Sugar Land, TX 77496-8184; Start Date 05/2021; Role/Title: Board of Advisor; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Provide advise when sought by the board of directors]
CRS (Client Relationship Summary) - RIA
Click below to view Ramesh K Cherivirala's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 3, 2012 - Present
EAGLE STRATEGIES LLC
Office #1: 13135 South Dairy Ashford Road Suite 550, Sugarland, TX 77478RIA
CRD#: 110826
SUGARLAND, TX
Current
December 11, 2001 - Present
NYLIFE SECURITIES LLC
Office #1: 13135 Dairy Ashford Road Suite 550, Sugarland, TX 77478BD
CRD#: 5167
SUGARLAND, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/5/2020)
RR
Arkansas(9/28/2021)
RR
California(4/10/2015)
RR
Connecticut(3/28/2024)
RR
Delaware(7/18/2023)
RR
Florida(6/9/2015)
RR
Illinois(8/27/2014)
RR
Louisiana(1/9/2015)
RR
Maryland(8/7/2020)
RR
Massachusetts(5/22/2018)
RR
Michigan(4/23/2018)
RR
Minnesota(4/29/2022)
RR
Mississippi(11/21/2017)
RR
Missouri(11/4/2019)
RR
New Jersey(8/27/2014)
RR
New Mexico(3/28/2024)
RR
New York(4/20/2015)
RR
North Carolina(7/7/2016)
RR
Ohio(1/21/2020)
RR
Pennsylvania(4/19/2018)
RR
Texas(12/11/2001)
IAR
Texas(5/3/2012)
RR
Utah(9/28/2021)
RR
Virginia(1/9/2025)
RR
Washington(11/4/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
