Raju Gadiraju
Advisor at Gadiraju, Raju
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gadiraju, Raju
Location
Plano, TX
Credentials
Series 63, Series 65
Industry experience
10 years
About
Raju Gadiraju is the sole advisor at his independent firm in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a self-employed financial advisor since 2004. In addition to his advisory work, he is also a licensed insurance agent, providing individual and group insurance benefits. His firm offers continuous investment advisory services and portfolio construction for individuals, retirement plans, trusts, and business entities. The firm manages approximately $14.1 million across 28 client accounts, employing both fundamental and technical analysis with a focus on discounted cash-flow and intrinsic-value stock selection, and typically manages client assets on a non-discretionary basis.
Fee options
Up to 1.00% annually
Location
Plano, TX
Most active in
Raju G has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Raju Gadiraju (sole proprietor)
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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