Utkarsha Banerjee is an investment adviser representative (IAR) with state registration records since 2017, appearing at 7 firms. Currently registered with WELLTH ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | 2025-01-06 | present | Yes |
| ALERA INVESTMENT ADVISORS, LLC | 2024-07-18 | 2024-08-30 | — |
| ARISTA CONSULTING GROUP | 2022-11-28 | 2024-09-06 | — |
| RETIREMENT AND WEALTH AT ALLIANT, LLC | 2020-06-11 | 2022-08-03 | — |
| PFS INVESTMENTS INC. | 2019-07-26 | 2019-10-03 | — |
| PNC WEALTH MANAGEMENT | 2018-09-27 | 2019-06-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-09-21 | 2018-09-04 | — |