Setu Shubhang Mazumdar
Investment adviser representative at Physician Wealth Solutions
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$298.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Physician Wealth Solutions Inc.Feb 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Physician Wealth Solutions
Legal name: Physician Wealth Solutions Inc.
$298.9MAssets managed
109Clients
1Advisers
9 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
- 5713552
- Firm CRD
- 151570