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SA

Sravan Kumar Reddy Akula

AVM, L.P.
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 7455954
SA

Professional summary

Sravan Kumar Reddy Akula, who also goes by Sravan Akula, is a registered financial professional currently at AVM, L.P. located in Boca Raton, Florida.

Sravan Kumar Reddy is registered as a RR (Registered Representative) and started their career in finance in 2023. Sravan Kumar Reddy has worked at 1 firm and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sravan Akula

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) - BD

Click below to view Sravan Kumar Reddy Akula'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®
None

Experience

Current

February 15, 2023 - Present

AVM, L.P.

Office #1: 777 Yamato Road Suite 300, Boca Raton, FL 33431
BD
CRD#: 16710
Boca Raton, FL

State Registrations and Notice Filings

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

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
Florida
(2/15/2023)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/19/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AL
AVM, L.P.
ADAMS, VINER & MOSLER, LTD. | AVM, L.P. | ADAMS, VINER, & MOSLER, LTD.

CRD#: 16710 / SEC#: , 8-35136

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
777 Yamato Road Suite 300, Boca Raton, FL 33431
Mailing Address
777 Yamato Road Suite 300, Boca Raton, FL 33431
Phone number
(561) 544-4400
Established
Illinois since 09/30/1983
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HSZ HOLDINGS, LLCLIMITED PARTNER
LESTER N. COYLE REVOCABLE TRUSTLIMITED PARTNER
PANTHERS INVESTMENT LIMITED PARTNERSHIPLIMITED PARTNER
PELLEGRINO, CHRISTIAN MINASSIANLIMITED PARTNER6053985
PREST, JASONLIMITED PARTNER4475716
SARAOGI HOLDINGS, LLCLIMITED PARTNER
WYLER, SCOTT LAWRENCECHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER2869488
WYLER, SCOTT LAWRENCELIMITED PARTNER2869488
ANUAR, YELENA NMNCHIEF FINANCIAL OFFICER6253705
ANUAR, YELENA NMNLIMITED PARTNER6253705
AVM ASSOCIATES LLCGENERAL PARTNER
COYLE, LESTER NOELTRUSTEE OF THE LESTER N. COYLE REVOCABLE TRUST4727659
HANSEN, KAREN MARIEGENERAL COUNSEL5291197
HANSEN, KAREN MARIETRUSTEE OF THE KAREN M. HANSEN REVOCABLE TRUST5291197
OLOFSSON, THOMAS ROLFLIMITED PARTNER3244639
PRINTZ, ROBERT ANDREWPRESIDENT2348404
THE KAREN M. HANSEN REVOCABLE TRUSTLIMITED PARTNER

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

AVM, L.P.

CRD#: 16710Boca Raton, FL 33431

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