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Pooja Raju-Shankar

Fidelity Institutional Wealth Adviser LLC

Boston, MA

Stoneham, MA

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-15
  • MA RA
    APPROVED
    Since 2024-02-15

Branch Locations

245 Summer Street, Boston, MA 02210-1129 • United States

Stoneham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank N.A. Newton Center, Gloucester MA 06/2015 12/2017
Citizens Securities, Inc Newton Center / Gloucester MA 06/2015 12/2017
Citizens Bank Hudson MA 12/2017 02/2022
Citizens Securities, Inc Westwood MA 12/2017 02/2022
Fidelity Investments Boston MA 03/2022 Present
  • 06/2015 → 12/2017
    Citizens Bank N.A.
    Newton Center, Gloucester, MA
  • 06/2015 → 12/2017
    Citizens Securities, Inc
    Newton Center / Gloucester, MA
  • 12/2017 → 02/2022
    Citizens Bank
    Hudson, MA
  • 12/2017 → 02/2022
    Citizens Securities, Inc
    Westwood, MA
  • 03/2022 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
S63 Uniform Securities Agent State Law Examination 2010-10-08
  • S66 Uniform Combined State Law Examination
    2021-03-19
  • S63 Uniform Securities Agent State Law Examination
    2010-10-08
Other Names
  • Pooja Raju
  • Pooja Raju
  • Pooja Shankar

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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