DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Utkarsha Banerjee

Wellth Advisory Services, LLCinstitutionalAlpharetta, Ga dual registrantIAPD 6325972

Feed of 09/15/2026

Also filed as Utkarsha Choudhury

At current firm

1 y

since Jan 6, 2025

In the industry

12 y

since Apr 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wellth Advisory Services, LLC institutional current
since Jan 6, 2025 · Alpharetta, Ga
Alera Investment Advisors, LLC mixed wealth
Jul 18, 2024 to Aug 30, 2024 · Alpharetta, Ga
Arista Consulting Group unclassified
Nov 28, 2022 to Sep 6, 2024 · Sautee Nacoochee, Ga
Retirement And Wealth At Alliant, LLC institutional
Jun 11, 2020 to Aug 3, 2022 · Alpharetta, Ga
Primerica Advisors national BD
Jul 26, 2019 to Oct 3, 2019 · Duluth, Ga
Pnc Wealth Management BD affiliated
Sep 27, 2018 to Jun 18, 2019 · Suwanee, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 21, 2017 to Sep 4, 2018 · Alpharetta, Ga

Moves

a registration end followed by a registration begin elsewhere

Arista Consulting Group to Alera Investment Advisors, LLC
left Sep 6, 2024, registered Jul 18, 2024 (-50 days) · Other
Alera Investment Advisors, LLC to Wellth Advisory Services, LLC
left Aug 30, 2024, registered Jan 6, 2025 (129 days) · Other
Retirement And Wealth At Alliant, LLC to Arista Consulting Group
left Aug 3, 2022, registered Nov 28, 2022 (117 days) · Other
Primerica Advisors to Retirement And Wealth At Alliant, LLC
left Oct 3, 2019, registered Jun 11, 2020 (252 days) · Other
Pnc Wealth Management to Primerica Advisors
left Jun 18, 2019, registered Jul 26, 2019 (38 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Management
left Sep 4, 2018, registered Sep 27, 2018 (23 days) · Wirehouse to affiliated broker-dealer or bank

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address