Emmanuel Balandi

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2016 → 12/2017
  Morgan Stanley
  Boston, MA
• 11/2016 → 12/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2018 → 10/2018
  Fisher Investments
  Camas, WA
• 01/2018 → 06/2018
  Unemployed
  Portland, OR
• 11/2018 → 05/2019
  Unemployed
  Portland, OR
• 06/2019 → 06/2020
  Wyndham Destination
  Portland, OR
• 07/2020 → 11/2020
  Unemployed
  Portland, OR
• 10/2020 → 09/2023
  M Financial
  Portland, OR
• 09/2023 → Present
  Fidelity Investments
  Bridgeport Village, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tigard, OR
• 2021-03-24 → 2023-09-11
  M Holdings Securities, Inc.
  Portland, OR
• 2018-06-29 → 2018-10-12
  Fisher Investments
  Plano, TX
• 2016-11-30 → 2018-01-05
  Morgan Stanley
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-23

Other Names

• Emmanuel Ndikwa Balandi
• Emmanuel N'DIkwa Balandi
• Emmanuel Balandi
• Emmanuel N Balandi