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Ann Louise bharat Sundavadra

Jefferies LLC

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About Ann Louise bharat Sundavadra

Ann Sundavadra is a financial professional with over 18 years of experience in the industry. Currently, Ann is a registered representative with Jefferies LLC, a firm she has been with since June 2021. Previously, Ann was also registered with Haitong International Securities (USA) Inc. and Standard New York Securities, Inc. Ann holds the Series 16 exam. Ann is a well-established advisor with experience in multiple firms.

Firm Information

Ann Sundavadra is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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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Ann Sundavadra’s Registration & Firm History

NY

08/30/2023 - Present

Jefferies LLC (NEW YORK NY)

NY

06/16/2021 - 07/16/2023

JEFFERIES LLC (NEW YORK NY)

NY

01/31/2019 - 11/19/2019

HAITONG INTERNATIONAL SECURITIES (USA) INC. (NEW YORK NY)

NY

02/10/2015 - 07/07/2017

HAITONG INTERNATIONAL SECURITIES (USA) INC. (NEW YORK NY)

NY

06/03/2011 - 05/27/2014

STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)

NY

06/01/2009 - 12/19/2009

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

08/15/2005 - 12/19/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/10/2005

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ann Louise bharat Sundavadra.
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