Rishi Ghosh, financial advisor Saint Louis MO

Rishi Ghosh

CRD Number: 6152377
Current Firm: Wheelhouse Advisory Group, LLC

Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at Wheelhouse Advisory Group, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wheelhouse Advisory Group, LLC St. Louis, MO Jan 2021 - Current 3
Duncan Financial Management, Inc. Fenton, MO Jan 2013 - Feb 2021 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Rishi Ghosh
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    1,601
    ACCOUNTS
  • Average Account Value
    $113,007
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, MO, TX

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