Madhavi Kotturu

LAKE MARY, FL

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CRD#: 5908243

Professional summary

Madhavi Kotturu was a registered financial advisor .

Madhavi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Madhavi had worked at 2 firms and has passed the SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

the name of the other business; Windermere Homes LLC whether the business is investment-related; Not Investment Related the address of the other business; 9404 South Orange Blossom Trail, Suite C Orlando, FL 32837 the nature of the other business; your position; title, or relationship with the other business; Licensed Real Estate Salesperson the start date of your relationship; 03/2025 the approximate number of hours/month you devote to the other business; 2% of time per month the number of hours you devote to the other business during securities trading hours; 2% of time per month and briefly describe your duties relating to the other business; Listing Agent, Acted as Buyers Agent in Real Estate transactions. Assisting clients with real estate transactions under Windermere Homes LLC

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

Current

August 27, 2026 - Present

LAKE MARY, FL

Past

November 3, 2011 - June 9, 2016

PERSHING LLC

CRD#: 7560

LAKE MARY, FL

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
(8/27/2026)

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

General Industry/Product Exam

SIE

Date: 6/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2011

General Securities Representative Examination

Current firm

No current employment

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.