Unclaimed Profile

Satyaki Mitra

ESTATE COUNSELORS, LLC·THIENSVILLE, Wisconsin

SIE, Series 7TO, Series 66Clean record5 years registeredESTATE COUNSELORS, LLC

414 N. MAIN STREET, THIENSVILLE, WI 53092CRD# 7286447Firm CRD# 123452

Profile Verification

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

Identity

Satyaki Mitra · THIENSVILLE, WI

Registration

CRD #7286447 · ESTATE COUNSELORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

THE MILWAUKEE COMPANY

Jun 2023 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2022 – May 2023

TOWSON, MD

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Oct 2021 – Jun 2022

COVINGTON, KY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2021 – Sep 2021

HUNT VALLEY, MD

PARK AVENUE SECURITIES LLC

Nov 2020 – Dec 2020

ADDISON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · November 10, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ESTATE COUNSELORS, LLC

CRD 123452 · SEC 801-62584

AUM

$1.1B

Regulatory assets under management

Employees

309 client accounts

Services offered by ESTATE COUNSELORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ESTATE COUNSELORS, LLC →

Introduction

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Frequently Asked Questions

What services does Satyaki Mitra offer?

Satyaki Mitra specializes in Investment Management, Fee-Only Advisory. Contact their office in THIENSVILLE, Wisconsin for a consultation.

What are Satyaki Mitra's credentials?

Satyaki Mitra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Satyaki Mitra located?

Satyaki Mitra is based in THIENSVILLE, Wisconsin, working with ESTATE COUNSELORS, LLC. Their office serves clients in the THIENSVILLE metropolitan area and surrounding communities.

How does Satyaki Mitra charge for services?

Satyaki Mitra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESTATE COUNSELORS, LLC?

ESTATE COUNSELORS, LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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