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Ananthakrishnan Ramamurti

Kingswood Capital Partners, LLC

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About Ananthakrishnan Ramamurti

Ananthakrishnan Ramamurti is an investment professional with a proven track record of success in the financial services industry. Ramamurti has a deep understanding of the financial markets and a commitment to providing clients with personalized investment advice. Ramamurti is currently registered with Kingswood Capital Partners, LLC, and has previously held positions at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEUTSCHE BANK SECURITIES INC. Ramamurti holds the Series 79, Series 63 and SIE licenses.

Firm Information

Ananthakrishnan Ramamurti is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ananthakrishnan Ramamurti’s Registration & Firm History

TX

09/21/2022 - Present

Kingswood Capital Partners, LLC (Austin TX)

CA

05/10/2019 - 03/03/2021

BOFA SECURITIES, INC. (PALO ALTO CA)

CA

11/14/2017 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)

CA

08/17/2010 - 08/03/2017

DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ananthakrishnan Ramamurti.
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