Shoumya Brata Saha
Investment adviser representative at Asset Allocation Strategies, LLC
20 yearsExperience
2 statesRegistered in
$1BFirm assets
11 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Glp Investment Services, LLCOct 2025 to now
- Asset Allocation Strategies, LLCDec 2023 to now
- Glp and Associates IncJul 2023 to now
- UnemployedFeb 2022 to Jun 2023
- Asset Allocation StrategiesMar 2015 to Jan 2022
- Glp Investment Services LLCAug 2007 to Feb 2022
- Glp and Associates IncJun 2006 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Asset Allocation Strategies, LLC
$1BAssets managed
4,394Clients
40Advisers
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
- 5409945
- Firm CRD
- 152339