Utkarsha Banerjee
Investment adviser representative at Wellth Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$26.7BFirm assets
2 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wellth Advisory Services, LLCDec 2024 to now
- LPL Financial LLCDec 2024 to now
- UnemployedAug 2024 to Dec 2024
- Alera Investment AdvisorsJul 2024 to Aug 2024
- Alera GroupAug 2022 to Aug 2024
- Arista Advisory Group, LLCAug 2022 to Aug 2024
- LPL Financial LLCAug 2022 to Apr 2024
- Arista Consulting Group, LLCAug 2022 to Sep 2022
- Alliant Retirement ServicesMar 2020 to Jul 2022
- Cetera Advisor NetworksMar 2020 to Jul 2022
- Primerica Financial ServicesJul 2019 to Mar 2020
- PNC InvestmentsSep 2018 to Jun 2019
- Bank of America, N.A.Oct 2017 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Aug 2018
- UnemployedMar 2017 to May 2017
- JP Morgan Chase BankApr 2014 to Feb 2017
- JP Morgan Securities LLCApr 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 6325972
- Firm CRD
- 330537