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Udai Kumar Puramsetti

Great Point Capital LLC

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About Udai Kumar Puramsetti

Udai Kumar Puramsetti is a financial professional with over 20 years of experience in the financial services industry. Udai has a strong background in securities trading and investment advisory services. Udai is currently registered with Great Point Capital LLC.

Firm Information

Udai Puramsetti is currently registered with Great Point Capital LLC. Great Point Capital LLC is a Limited Liability Company that was formed on August 17, 2000. The firm is registered to do business in all 50 states, as well as the District of Columbia. They have one SEC registration and have been the subject of 11 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

83

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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Udai Puramsetti’s Registration & Firm History

IL

03/01/2021 - Present

Great Point Capital LLC (CHICAGO IL)

NY

07/09/2003 - 07/30/2004

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

08/21/1995 - 05/08/1999

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2021

Series 57TO - Securities Trader Exam

BC

Issued 12/31/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are no public disclosures for Udai Kumar Puramsetti.
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