Nagi Nallavelli is a registered investment advisor at Supreme Alliance LLC, based in Charlotte, NC, with 21 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Supreme Alliance LLC
Supreme Alliance LLC
Supreme Alliance LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Global Arena Capital CORPBroker
Clark Dodge & CO., INC.Broker
Bishop, Rosen & CO., INC.Broker
Gunnallen Financial, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.