Ankit Sahu, financial advisor San Francisco CA
93 score

Ankit Sahu

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Ankit Sahu
Phone Number: 925-791-4444
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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