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Joshi Koneru

Watershed Private Wealth LLC

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About Joshi Koneru

Joshi Koneru is a financial advisor at Watershed Private Wealth LLC located in Oak Brook, IL. Joshi holds Series 7 and Series 66 licenses. Joshi is also a Certified Financial Planner. Prior to joining Watershed Private Wealth LLC, Joshi worked at EF LEGACY SECURITIES, LLC and Fidelity Brokerage Services LLC. Joshi has over 15 years of experience in the financial services industry. Joshi specializes in providing financial planning, portfolio management, and selection of other advisors to individuals and businesses.

Firm Information

Joshi Koneru is currently registered with Watershed Private Wealth LLC. Watershed Private Wealth LLC is an investment advisory firm based in Oak Brook, Illinois. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Watershed Private Wealth LLC manages approximately $263,375,888 in assets for 444 clients.
Watershed Private Wealth LLC

1415 W. 22ND STREET

OAK BROOK, IL 60523

$263.38M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshi Koneru’s Registration & Firm History

IL

04/03/2024 - Present

Watershed Private Wealth LLC (OAK BROOK IL)

IL

08/08/2016 - 09/30/2016

EF LEGACY SECURITIES, LLC (GLENVIEW IL)

IL

08/02/2007 - 08/02/2016

FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)

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Licenses & Designations

BOTH

Issued 05/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joshi Koneru. Review regulatory record here.
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