Satya Brata Mitra
Investment adviser representative at Cetera Investment Advisers LLC
44 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
44 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Satya B. Mitra d/b/a InspirationApr 2019 to now
- Satya B. MitraJan 2011 to now
- The Guru Tax & Financial Services,inc.Jan 2005 to now
- The Guru Tax Consulting ServicesJan 1990 to now
- Tsi Mason LaboratoriesSep 1982 to now
- Avantax Advisory ServicesDec 1993 to Sep 2025
- Avantax Investment Services, Inc.Aug 1993 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2390401
- Firm CRD
- 105644