Unclaimed Profile

Shubhro Banerjee

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC·WILMINGTON, Delaware

SIE, Series 7TO, Series 63CFAClean record1 years registeredWILMINGTON TRUST INVESTMENT MANAGEMENT LLC

WILMINGTON TRUST CENTER, WILMINGTON, DE 19890-0001CRD# 6455002Firm CRD# 19396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shubhro Banerjee · WILMINGTON, DE

Registration

CRD #6455002 · WILMINGTON TRUST INVESTMENT MANAGEMENT LLC · 1 years registered

Brand Profile

Not yet started

Career History

EDWARD JONES

Oct 2024 – present

EDWARD JONES

Sep 2024 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Registration record

First registered · September 30, 2024

Years registered · 1

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

CRD 19396 · SEC 801-41081

AUM

$189M

Regulatory assets under management

Employees

76 client accounts

Services offered by WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Shubhro Banerjee offer?

Shubhro Banerjee specializes in Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Shubhro Banerjee's credentials?

Shubhro Banerjee holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shubhro Banerjee located?

Shubhro Banerjee is based in WILMINGTON, Delaware, working with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Shubhro Banerjee charge for services?

Shubhro Banerjee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILMINGTON TRUST INVESTMENT MANAGEMENT LLC?

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC has approximately 12 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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