Aliasgar Mithaseth
Investment adviser representative at Unique Wealth Strategies
10 yearsExperience
1 stateRegistered in
$381.5MFirm assets
3 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 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
10 years in the industry.
- Madison PartnersFeb 2026 to now
- Unique Wealth StrategiesApr 2025 to now
- Ask Investment ManagersSep 2024 to Mar 2025
- Hdfc Bank LtdMay 2022 to Sep 2024
- Idfc First Bank LtdSep 2020 to May 2022
- Axis Bank LtdAug 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Unique Wealth Strategies
$381.5MAssets managed
397Clients
5Advisers
3 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
- 8143585
- Firm CRD
- 323994