Ramesh Madhusudan

RM PRIVATE WEALTH MANAGEMENT

Miami, FL 33131

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CRD#: 5389923

Professional summary

Ramesh Madhusudan, CIMA®, CPWA® is a registered financial advisor currently at RM PRIVATE WEALTH MANAGEMENT located in Miami, Florida.

Ramesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ramesh has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 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.

1)Name of Business : AEGIS VENTURES LLC Address: 495 BRICKELL AVENUE APT 5205,MIAMI, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 01/25/2017 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 0 Description of duties: SINGLE MEMBER LLC USED FOR TAX PURPOSES AND PERSONAL INVESTMENTS IN STARTUP COMPANIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ramesh Madhusudan's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Experience

Current

February 20, 2019 - Present

RM PRIVATE WEALTH MANAGEMENT

Office #1: 801 Brickell Ave Suite 800, Miami, FL 33131

RIA

CRD#: 300082

Miami, FL

Past

August 19, 2015 - March 1, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MIAMI, FL

Past

August 5, 2015 - March 1, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MIAMI, FL

Past

June 21, 2013 - August 5, 2015

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

MIAMI, FL

Past

June 19, 2013 - August 5, 2015

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

MIAMI, FL

Past

December 1, 2011 - July 17, 2013

NATIONAL SECURITIES CORPORATION

CRD#: 7569

MIAMI, FL

Past

July 20, 2009 - December 20, 2012

VFINANCE INVESTMENTS, INC

CRD#: 44962

MIAMI, FL

Past

August 16, 2007 - July 30, 2009

AURA FINANCIAL SERVICES, INC.

CRD#: 42822

MIAMI, FL

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".

RM PRIVATE WEALTH MANAGEMENT

RM PRIVATE WEALTH MANAGEMENT | RM PRIVATE WEALTH MANAGEMENT INC.

CRD#: 300082 / SEC#: 801-118937

RIA

Registered Investment Advisory firm - (6/25/2020 Approved)

Florida

Registered Investment Advisory firm - (6/26/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (11/19/2020 Terminated)

Washington

Registered Investment Advisory firm - (7/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(2/20/2019)

IAR

New Jersey
(2/22/2019)

IAR

Washington
(2/25/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/29/2015

General Securities Principal Examination

Current Firm

RM PRIVATE WEALTH MANAGEMENT

RM PRIVATE WEALTH MANAGEMENT | RM PRIVATE WEALTH MANAGEMENT INC.

CRD#: 300082 / SEC#: 801-118937

RIA

Registered Investment Advisory firm - (6/25/2020 Approved)

Florida

Registered Investment Advisory firm - (6/26/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (11/19/2020 Terminated)

Washington

Registered Investment Advisory firm - (7/26/2020 Terminated)

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Contact information

Main Address

801 Brickell Ave Suite 800, Miami, FL 33131

Mailing Address

Phone number

(571) 332-7618

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RM PRIVATE WEALTH MANAGEMENT INC. BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	188
AUM (Assets Under Management)	$ 268,722,339

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.

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Ramesh Madhusudan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ramesh Madhusudan's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

NATIONAL SECURITIES CORPORATION

VFINANCE INVESTMENTS, INC

AURA FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RM PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2012

Series 63

Date: 9/5/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2007

Series 24

Date: 9/29/2015

Current Firm

RM PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RM PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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