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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Utkarsha Banerjee

Advisor at WELLTH ADVISORY SERVICES, LLC

Alpharetta, GA | SHOREWOOD, IL

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Search this name across graphsid dfx:ria:4aee8515-16d3-9785-c4c9-2f3245c0f6ca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 21, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 28, 2014
First registration: Sep 21, 2017
Dual registered: yes, broker-dealer
Other names: UTKARSHA CHOUDHURY|UTKARSHA BANERJEE
IAPD individual key: 6325972

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jan 6, 2025	n/a	yes	Alpharetta, GA\|SHOREWOOD, IL	Current employment
ALERA INVESTMENT ADVISORS, LLC	Mixed wealth	Jul 18, 2024	Aug 30, 2024	no	Alpharetta, GA	Previous registration
ARISTA CONSULTING GROUP	n/a	Nov 28, 2022	Sep 6, 2024	no	SAUTEE NACOOCHEE, GA	Previous registration
RETIREMENT AND WEALTH AT ALLIANT, LLC	Institutional manager	Jun 11, 2020	Aug 3, 2022	no	Alpharetta, GA	Previous registration
PRIMERICA ADVISORS	National bd RIA	Jul 26, 2019	Oct 3, 2019	no	DULUTH, GA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Sep 27, 2018	Jun 18, 2019	no	SUWANEE, GA\|DULUTH, GA\|SUWANEE, GA\|Alpharetta, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 21, 2017	Sep 4, 2018	no	ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARISTA CONSULTING GROUP	ALERA INVESTMENT ADVISORS, LLC	Sep 6, 2024	Jul 18, 2024	-50	Firm change after gap	Other
ALERA INVESTMENT ADVISORS, LLC	WELLTH ADVISORY SERVICES, LLC	Aug 30, 2024	Jan 6, 2025	129	Firm change	Other
RETIREMENT AND WEALTH AT ALLIANT, LLC	ARISTA CONSULTING GROUP	Aug 3, 2022	Nov 28, 2022	117	Firm change	Other
PRIMERICA ADVISORS	RETIREMENT AND WEALTH AT ALLIANT, LLC	Oct 3, 2019	Jun 11, 2020	252	Firm change	Other
PNC WEALTH MANAGEMENT	PRIMERICA ADVISORS	Jun 18, 2019	Jul 26, 2019	38	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PNC WEALTH MANAGEMENT	Sep 4, 2018	Sep 27, 2018	23	Firm change	Wirehouse to ibd

Relationships

Registered with (7)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 6, 2025 to presentfactForm ADV
→ ARISTA CONSULTING GROUPRegistered adviserregistration: previous registration
Nov 28, 2022 to Sep 6, 2024factForm ADV
→ ALERA INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 18, 2024 to Aug 30, 2024factForm ADV
→ RETIREMENT AND WEALTH AT ALLIANT, LLCRegistered adviserregistration: previous registration
Jun 11, 2020 to Aug 3, 2022factForm ADV
→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Jul 26, 2019 to Oct 3, 2019factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 27, 2018 to Jun 18, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 21, 2017 to Sep 4, 2018factForm ADV

Dated events

Occurred
Sep 6, 2024
Advisor changed firm
Utkarsha Banerjee left Arista Consulting Group for Alera Investment Advisors, Llc (registered 2024-07-18)
Form ADVobserved 6 days ago
Occurred
Aug 30, 2024
Advisor changed firm
Utkarsha Banerjee left Alera Investment Advisors, Llc for Wellth Advisory Services, Llc (registered 2025-01-06)
Form ADVobserved 6 days ago
Occurred
Aug 3, 2022
Advisor changed firm
Utkarsha Banerjee left Retirement And Wealth At Alliant, Llc for Arista Consulting Group (registered 2022-11-28)
Form ADVobserved 6 days ago