Ram Kolluri has held the title Member at Global Wealth Management since January 2017, is not listed as a control person, but directly owns between 10% and 25% of the firm. Ram Kolluri holds a B.S. in Mathematics from Andhra University and an M.B.A. from Pace University.
Global Wealth Management, LLC is a Kingston, NJ firm with $246M under management, 76 clients and 3 advisers in one office, as of its February 2026 filing.
Ram Kolluri is Founder and Chairman of Global Wealth Management. After working as a financial analyst for CBS, he began his career in investments at the Merrill Lynch New York City office in 1980. In 1981 he established Global Wealth Management. He previously wrote the weekly column "The Market View" for the Trenton Times.
Ram Kolluri’s longest registration was 7 years at Global Wealth Management, LLC (2010–2017).
- Exponential Wealth Management, LLCAlso current– present · 2 yearsAustin, TX · Adviser representative · Firm CRD 328835
- Icici Group Global Private Clients– · 6 yearsPrinceton, NJ · Adviser representative · Firm CRD 106251
Professional designations
Listed by Global Wealth Management
- CFP®
- Chartered Accountant in India
Investment adviser representative registrations
Ram Kolluri is registered as an investment adviser representative in Texas, since December 2023.
- TexasSince 18 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 January 1981 |
| Series 7 | General Securities Representative Examination | 19 April 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 707814
- Firm
- Global Wealth Management · CRD 153677
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- globalwealthllc.com
Where does Ram Kolluri work?
Ram Kolluri has held the title Member at Global Wealth Management, LLC since January 2017.
Is Ram Kolluri a financial advisor?
Yes. Ram Kolluri has a current investment-adviser registration in Texas.
How many years of experience does Ram Kolluri have?
Ram Kolluri has 21 years in the financial industry, since November 2004, across 3 adviser firms.
What exams has Ram Kolluri passed?
Ram Kolluri has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1980.
Where was Ram Kolluri previously registered as an investment adviser?
Ram Kolluri has past investment-adviser registrations through Global Wealth Management, LLC, March 2018 to May 2023; Global Wealth Management, LLC, April 2010 to December 2017; Icici Group Global Private Clients, February 2004 to July 2010, across 3 firms.
Is Ram Kolluri registered with FINRA?
No. Ram Kolluri has no current broker registration.
Is Ram Kolluri a CFP?
Global Wealth Management lists Ram Kolluri with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Ram Kolluri’s record?
Search CRD 707814 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ram Kolluri’s full registration record.
