Ankit SahuCRD Number: 4606785
Current Firm: Prosperity Wealth Management, Inc.
Ankit Sahu (CRD# 4606785) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Prosperity Wealth Management||San Francisco, CA||Jun 2016 - Current||1|
|Ubs Financial Services Inc.||San Francisco, CA||Apr 2011 - Jun 2016||5|
|Bank Of America, Na||San Francisco, CA||Nov 2009 - Apr 2011||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Oct 2009 - Apr 2011||1|
|Banc Of America Investment Services, Inc.||San Francisco, CA||Aug 2008 - Apr 2011||2|
|Banc Of America||San Francisco, CA||Aug 2008 - Apr 2011||2|
|Citigroup Global Markets Inc.||Menlo Park, CA||Sep 2006 - Aug 2008||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Menlo Park, CA||Jun 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management40MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$200,000
- 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
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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