Joshi Koneru has been Wealth Advisor of Watershed Private Wealth since January 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Watershed Private Wealth LLC is an Oak Brook, IL firm with $414M under management, 144 clients and 3 advisers in one office, as of its August 2026 filing.
Joshi Koneru’s longest registration was 8 years at Strategic Advisers, Inc. (2008–2016). Before joining Watershed Private Wealth in 2022, Joshi Koneru was registered through Creative Planning and Edelman Financial Services, LLC.
- Watershed Private WealthCurrent– present · 4 yearsOak Brook, IL · Adviser representative · Firm CRD 316408
- – · under a yearOak Brook, IL · Adviser representative · Firm CRD 316408
- Creative Planning– · 5 yearsOak Park, IL · Adviser representative · Firm CRD 105348
- Edelman Financial Services, LLC– · under a yearGlenview, IL · Adviser representative · Firm CRD 113299
- Strategic Advisers, Inc.– · 8 yearsOakbrook, IL · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Joshi Koneru is registered as an investment adviser representative in 2 states. The first approvals date from August 2022; the most recent is Texas, in April 2024.
- IllinoisSince 1 August 2022
- TexasSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 May 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 July 2007 |
| Series 7 | General Securities Representative Examination | 6 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5335312
- Firm
- Watershed Private Wealth · CRD 316408
- Role
- Wealth Advisor
- Office
- 1415 WEST. 22ND STREET, SUITE 550, Oak Brook, IL 60523
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshi Koneru work?
Joshi Koneru has been Wealth Advisor of Watershed Private Wealth LLC since January 2025, and is a control person of the firm.
Is Joshi Koneru a financial advisor?
Yes. Joshi Koneru has a current investment-adviser registration in Illinois and Texas, through Watershed Private Wealth since August 2022.
How many years of experience does Joshi Koneru have?
Joshi Koneru has 19 years in the financial industry, since August 2007, across 4 adviser firms.
What exams has Joshi Koneru passed?
Joshi Koneru has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2007. FINRA credited Joshi Koneru with the SIE, which began in October 2018.
Where did Joshi Koneru work before Watershed Private Wealth?
Before Watershed Private Wealth, Joshi Koneru was registered through Watershed Private Wealth LLC, July 2022 to July 2022; Creative Planning, September 2016 to July 2022; Edelman Financial Services, LLC, August 2016 to September 2016; Strategic Advisers, Inc., January 2008 to August 2016.
Where is Joshi Koneru based?
Joshi Koneru’s registered office is in Oak Brook, IL.
Is Joshi Koneru registered with FINRA?
No. Joshi Koneru has no current broker registration.
How can I verify Joshi Koneru’s record?
Search CRD 5335312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshi Koneru’s full registration record.
