Raj Satyan Kalyandurg

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → Present
  Merrill Lynch
  Dallas, TX
• 07/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2011 → Present
  Bank Of America,N.A.
  Dallas, TX

Other Businesses

I*1530265 For Profit Name: ARHK 2 LLC Investment related: No Address: Plano, Texas, 75093 Position: Owner, Start: 10/12/2023 Hours: 2 hrs Yearly Hours during trading hours: 0 Duties: Rental Garage Real Estate Unit I* 1649263, Name: Texas Health Resources Foundation Address: Arlington Texas Investment Related: No Position: Committee Start: 01/31/2024 No Hours: 0 No Hours during trading: 0 Duties: Sub-Committee Outreach/Investment Professional's Sub-Committee I*2929313, Entity Type: FR Name: MLPF& SCUST FPO S K RRA FBO S K , Address: Plano, TX, 75093, Invest Related: No, Position: POA, Start : 11/01/2025, Hours: 1 Yearly, Hours during Trading: 1 Yearly, Duties: I*2930303, Entity Type: FR Name: MLPF& S CUST FPO S S RRA FBO S S, Address: Plano, TX, 75093, Invest Related: No, Position: POA, Start : 11/03/2025, Hours: 1 Yearly, Hours during Trading: 1 Yearly, Duties: I*2930306, Entity Type: FR Name: MLPF& SCUST FPO S K RRA FBO S K, Address: Plano, TX, 75093, Invest Related: N, Position:, POA, Start: 11/01/2025, Hours: 1 Yearly, Hours during Trading: 1 Yearly, Duties: I*2930311, Entity Type: FR Name: MLPF& SCUST FPO S K RRA FBO S K, Address: Plano, TX, 75093, Investment Related: N, Position: POA, Start: 11/01/2025, Hours: 1 Yearly, Hours during Trading: 1 Yearly, Duties: I*2944286, Entity Type: FR Name: MLPF& CUST FPO S K RRA FBO S K, Address: Plano, TX, 75093, Invest Related: N, Position: Power of Attorney, Start: 11/03/2025, No Hours: 1 Yearly, Hours during Trading: 1 Yearly, Duties: I*: 2974269 Entity Type: FR Name: MLPF& S CUST FPO S. S. IRRA FBO S. S. Address: Plano, TX 75093 Investment Related: No Position: POA Start: 11/03/2025 Hours: 1 hr annually Hours during trading: 1 hr annually Duties: I*: 2975265 Entity Type: Fiduciary role Name: MLPF& SCUST FPO S. K. RRA FBO S. K. Address: Plano, TX 75093Investment Related: No Position: POA Employee Start: 11/03/2025 Hours: 1 hr annually Hours during trading: 1 hr annually Duties: POA/ Parents I*: 2969308Entity Type: Fiduciary role Name: S. K. AND S. S. JTWROS Address: Plano, TX 75093Investment Related: No Position: POA Employee Start Date: 11/03/2025 Hours: 1 hr annually Hours during trading: 1 hr annually Duties: POA/ Parents I*: 2969309Entity Type: Fiduciary role Name: MLPF& CUST FPO S. K. IRRA FBO S. K. Address: Plano, TX 75093Investment Related: No Position: POA Start: 11/03/2025Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: POA/ Parents I*4221269 For Profit Name: R. Partners, LPA Address: Plano, TX, 75024Invest Related: Yes Position: General Partner/Managing Member Start: 03/04/2026Number of Hours: 10, Yearly Hours during trading: 1, Yearly Duties: Estate Planning Entity Estate Planning Entity for my family I*4221270 For Profit Name: R. Nandi, LLC Address: Plano, TX, 75024 Invest Related: Yes Position: General Partner/Managing Member Start : 03/04/2026Number of Hours: 10, Yearly hours during trading: 1, Yearly Duties: Estate Planning entity for my family Estate Planning entity I*4222265, Entity Type: Name: University of Texas Austin - Dean's advisory board, Address: Austin, Texas, 78705, Invest Related: N, Position: Board Member, Start: 11/21/2026, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: The school has many students in need; this is a group of volunteers who volunteer and help students from conversation around how to wear a suit to looking for jobs Charity work around helping UT students in need and volunteering I*4759290, Entity Type: , Name: R Investment Trust, Address: Plano, Texas, 75024, Investment Related: N, Position: Trustee, Employee Start: 06/25/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4853273, Entity Type, Name of OBA: R S K TTEE U/A DTD 05/01/2026 BY S K Address: Plano Texas 75024 Investment Related: No Position: Trustee Employee Start Date: 07/17/2026 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-01
• S66 Uniform Combined State Law Examination
  1998-09-03

Other Names

• Raj Kalyandurg
• Rajesh S Kalyandurg
• Rajesh Satyan Kalyandurg