Allen Morwind Arul

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

• 01/2021 → 12/2022
  Panacea Facilities Private Limited
  Naperville, IL
• 06/2025 → Present
  Fidelity Investments
  Covington, KY
• 07/2019 → 10/2020
  Housing Development Finance Corporation Limited
  Coimbatore
• 11/2020 → 12/2020
  Unemployed
  Naperville, IL
• 01/2023 → 10/2024
  Unemployed
  Naperville, IL
• 02/2017 → 07/2019
  Ashiana Housing Limited
  Chennai
• 09/2016 → 02/2017
  Unemployed
  Chennai
• 09/2015 → 09/2016
  Giri Trading Agency Private Limited
  Chennai
• 10/2024 → 05/2025
  Unemployed
  Mason, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-10-16

Other Names

• Allen Morwind Arul
• Allen Morwind Arul
• Allen Morwind Morwind Arul