Anuradha S. Ramakrishna

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

• 10/2016 → 04/2021
  Wells Fargo Bank Na
  Bloomington, MN
• 06/2018 → 04/2021
  Wells Fargo Clearing Services Llc
  Bloomington, MN
• 04/2016 → 09/2016
  Homemaker
  Bloomington, MN
• 04/2021 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 04/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bloomington, MN
• 2021-06-29 → 2022-04-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 2019-01-29 → 2021-04-14
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
  Bloomington, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-29
• S63 Uniform Securities Agent State Law Examination
  2019-01-04

Other Names

• Anuradha Ramakrishna
• Anuradha Samudrala Ramakrishna
• Anuradha S Ramakrishna
• Anu Ramakrishna
• Anuradha Samudral Ramakrishna