Balaji Nelluri

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

• 01/2020 → 12/2022
  Td Ameritrade
  Forest Hills, NY
• 08/2018 → 05/2019
  Creighton University
  Omaha, NE
• 05/2018 → 08/2018
  Burlington Capital
  Omaha, NE
• 01/2018 → 05/2018
  Creighton University
  Omaha, NE
• 02/2016 → 12/2017
  Dynastic Partners
  Omaha, NE
• 01/2016 → 12/2017
  Designs By Balaji
  Omaha, NE
• 12/2022 → 12/2023
  Charles Schwab And Co., Inc.
  Forest Hills, NY
• 01/2024 → Present
  Fidelity Investments
  Roslyn, NY
• 07/2019 → 12/2019
  Td Ameritrade
  Chicago, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roslyn, NY
• 2022-01-26 → 2024-01-04
  Charles Schwab & Co., Inc.
  Forest Hills, NY
• 2019-09-30 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Chicago, IL
  Forest Hills, NY
• 2019-09-30 → 2022-10-14
  Td Ameritrade, Inc.
  Chicago, IL
  Chicago, IL
  Omaha, NE
  Forest Hills, NY

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2019-09-27