Satyaki Mitra
Investment adviser representative at The Milwaukee Company
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- The Milwaukee CompanyJun 2023 to now
- Lincoln Financial AdvisorsJun 2022 to May 2023
- Fidelity InvestmentsSep 2021 to May 2022
- Bank of America, N.A.Feb 2021 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Sep 2021
- Guardian Life InsuranceAug 2020 to Jan 2021
- Park Avenue SecuritiesAug 2020 to Jan 2021
- UnemployedFeb 2020 to Jun 2020
- Drexel University's Lebow College of BusinessAug 2019 to Jan 2020
- Not Working/ VolunteeringSep 2018 to Jul 2019
- St Mary's CathedralJul 2018 to Sep 2018
- Eva InternationalApr 2018 to Jul 2018
- Not WorkingNov 2017 to Mar 2018
- Abbey CapitalMay 2017 to Nov 2017
- Trinity College DublinSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
The Milwaukee Company
Legal name: Estate Counselors, LLC
$1.3BAssets managed
56Clients
5Advisers
22 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
- 7286447
- Firm CRD
- 123452