Sreeni Rao
Sreeni Rao is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Diego, CA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10325 Meanley Drive, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sreeni works as a Program Manager at Mission Federal Credit Union since 2019, dedicating about half their time to this role. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Fortis Investors, INC.Broker
State Registrations2 states
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