Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shruti? Claim Your ProfileShruti Bansal is a financial advisor at RWA Wealth Partners, LLC. Shruti has been in the industry since 2003 and has a Series 7 and Series 63 license. Shruti holds the Chartered Financial Analyst designation. Shruti has experience with individuals, corporations, and pension and profit-sharing plans. Shruti focuses on financial planning, estate planning, tax preparation, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Model provider fee
1
2
MA
12/06/2023 - Present
RWA Wealth Partners (Boston MA)
TX
12/07/2007 - 05/29/2008
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
NY
05/15/2006 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
NY
07/09/2003 - 06/15/2004
NEUBERGER BERMAN, LLC (NEW YORK NY)
BC
Issued 07/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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