Abhijeet Mhatre (CRD# 5282117) is an Investment Advisor Representative working at Mfa Wealth Inc. in Monroe Township, NJ and has over 5 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mfa Wealth Inc. | Monroe Township, NJ | Jan 2020 - Current | 4 |
| Morgan Stanley | New York, NY | Jan 2007 - Apr 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- NJ
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$103,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
NJ, TX
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