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Pooja Raju-shankar

Fidelity Institutional Wealth Adviser LLC

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About Pooja Raju-shankar

Pooja Raju-shankar is an Investment Advisor Representative with Fidelity Institutional Wealth Adviser LLC. Pooja is registered with the state of Massachusetts and has been in the industry since 2012.

Firm Information

Pooja Raju-shankar is currently registered with Fidelity Institutional Wealth Adviser LLC. Fidelity Institutional Wealth Adviser LLC is a Boston-based wealth management firm with over $3.9 billion in regulatory assets under management. They provide portfolio management services to individuals, corporations, and other institutions, including pension plans and investment companies. They offer both discretionary and non-discretionary investment advice. The firm also provides educational seminars and selects other advisors for their clients. They have a wrap fee program, and are registered with the SEC.
Fidelity Institutional Wealth Adviser LLC

245 SUMMER STREET

BOSTON, MA 02210

$3.93B

Assets Under Management

47,856

Total Clients

34

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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overlay portfolio management; non-discretionary investment advice

Overlay portfolio management; non-discretionary investment advice

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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Pooja Raju-shankar’s Registration & Firm History

MA

02/15/2024 - Present

Fidelity Institutional Wealth Adviser LLC (BOSTON MA)

MA

03/17/2022 - 04/15/2022

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

06/17/2015 - 03/10/2022

CITIZENS SECURITIES, INC. (NEWTON MA)

MA

07/02/2013 - 05/27/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

OH

12/19/2011 - 05/20/2013

PNC INVESTMENTS (CHAGRIN FALLS OH)

NY

09/21/2010 - 08/11/2011

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Pooja Raju-shankar.
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