# Utkarsha Banerjee

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLTH ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/330537) | 2025-01-06 | present | Yes |
| [ALERA INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/287906) | 2024-07-18 | 2024-08-30 | — |
| [ARISTA CONSULTING GROUP](https://search.stillhousedata.com/firm/292330) | 2022-11-28 | 2024-09-06 | — |
| [RETIREMENT AND WEALTH AT ALLIANT, LLC](https://search.stillhousedata.com/firm/167970) | 2020-06-11 | 2022-08-03 | — |
| [PFS INVESTMENTS INC.](https://search.stillhousedata.com/firm/10111) | 2019-07-26 | 2019-10-03 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2018-09-27 | 2019-06-18 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-09-21 | 2018-09-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6325972)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6325972.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.