Investment adviser representative · Valuetree Financial LLC
Amirthraj Ramakrishnan
CRD 7118607 · Austin, TX
At a glance
Amirthraj Ramakrishnan is an investment adviser representative with Valuetree Financial LLC in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Amirthraj’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- Valuetree Financial LLCSince June 2019Austin, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Amirthraj’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.