Ananth Krishna shankar
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Core ConnectionJan 2023 to Mar 2023
- UnemployedOct 2022 to Jan 2023
- Beacon Capital PartnersJun 2022 to Oct 2022
- World Resources InstituteJun 2021 to Jul 2021
- University of Massachusetts Amherst - Department of PhysicsSep 2020 to Dec 2020
- Sovereign Infrastructure GroupJun 2020 to Aug 2020
- Indo German Center for SustainabilityJun 2019 to Aug 2019
- Academic Fellows Program - University of Massachusetts AmherstJan 2019 to May 2019
- University of Masschusetts AmherstSep 2018 to Sep 2022
- Dietrich Bonhoeffer BildungscampusJun 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7716447
- Firm CRD
- 104555