Prateek Nmn Mehrotra
Investment adviser representative at Etf Model Solutions, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$18.1MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Global Alternative Investment Management LLCJun 2021 to now
- Etf Model Solutions, LLCMay 2013 to now
- Endowment Wealth Management, Inc.Feb 2013 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (WI).
Etf Model Solutions, LLC
$18.1MAssets managed
108Clients
11Advisers
11 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
- 4618007
- Firm CRD
- 168410