Swarnankur Chatterjee
Investment adviser representative at Elwood & Goetz
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 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
Experience
19 years in the industry.
- Elwood & GoetzMar 2026 to now
- Elwood & Goetz Wealth Advisory Group, LLCJan 2026 to now
- University of GeorgiaAug 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Elwood & Goetz
Legal name: Elwood & Goetz Wealth Advisory Group, LLC
$1.1BAssets managed
686Clients
20Advisers
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
- 8214250
- Firm CRD
- 154839