Mustaque Haider Choudhury
Investment adviser representative at Soulence Wealth Management
15 yearsExperience
1 stateRegistered in
$107.5MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Soulence Wealth ManagementMar 2026 to now
- Capital Strategic Wealth, LLCMar 2026 to now
- Soulence Wealth Management Ii, LLCMar 2026 to now
- Capital Advisors Ny, LLCMay 2022 to now
- Hornor, Townsend & Kent, LLCAug 2023 to May 2024
- Penn Mutual Life Insurance CompanyAug 2023 to May 2024
- Oneamerica SecuritiesMay 2023 to Jul 2023
- American United LifeMar 2023 to Jul 2023
- National LifeOct 2021 to Jan 2023
- Equity ServicesOct 2021 to Dec 2022
- Equitable Advisors, LLCAug 2019 to Oct 2021
- AXA Advisors LLCAug 2019 to Jun 2020
- Mass Mutual Life Insurance CompanyAug 2018 to Jul 2019
- MML Investors Services, LLCAug 2018 to Jul 2019
- New York Life Insurance CompanyJun 2011 to May 2018
- Nylife Securities LLCJun 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Soulence Wealth Management
Legal name: Soulence Wealth Management Ii LLC
$107.5MAssets managed
410Clients
11Advisers
Under 1 yearIn 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
- 5376168
- Firm CRD
- 340580