ADVISOR BIO

Anusha Rodriguez is a financial advisor who has been in the industry since August 6, 2013. Anusha is currently registered with Oppenheimer & Co. Inc. in Connecticut and New York. Anusha holds the Series 7, Series 10, Series 24, and Series 66 licenses. Anusha is also a Chartered Financial Analyst. Anusha has experience in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Anushka Gupta is a financial professional with over 14 years of experience in the industry. Anushka is currently a registered representative at Goldman Sachs & Co. LLC, a firm with more than $50 billion in assets under management. Anushka is licensed to provide investment advice and services in all 50 states and the District of Columbia. Anushka has a wide range of experience and expertise, including securities trading, financial planning, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Anvesh Mittal is a registered investment advisor representative with Blackrock Investment Management, LLC. Anvesh works in the Princeton, NJ office, where they have been employed since May 2022. Previously, Anvesh worked at Blackrock Investments, LLC. Anvesh is also registered as an Investment Advisor Representative in New York. Anvesh is a registered representative with FINRA and is registered in 53 states and the District of Columbia. Anvesh is Series 66, Series 7TO, and SIE licensed. Anvesh specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Anwar Austin is a financial advisor with over 2 years of experience in the industry. Anwar is currently registered with HSBC Securities (USA) Inc. in Connecticut, New Jersey, and New York. Anwar has passed the Series 66, Series 7TO, and SIE exams. Anwar's primary focus is on providing asset allocation recommendations and selecting third-party advisors to manage assets based on client approval. Anwar has experience working with a range of clients, including high-net-worth individuals, pooled investment vehicles, and corporations.

SPECIALIZATIONS

ADVISOR BIO

Anwesha Basu is a financial advisor registered with Vanguard Advisers, Inc. based in Charlotte, NC. Anwesha has been in the industry since July 2005 and is licensed in 53 states and 2 other jurisdictions. Anwesha is a Certified Financial Planner with a focus on providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Anxhela Isaraj is a registered representative at Goldman Sachs & Co. LLC. Anxhela has been in the financial services industry for over 1 year. Anxhela is licensed to offer securities products and advice in all 50 states. Anxhela's areas of specialization include stocks, bonds, mutual funds, exchange-traded funds, and options.

SPECIALIZATIONS

ADVISOR BIO

Anyi Daniela Ferrer castro is a financial advisor currently working for Stifel, Nicolaus & Company, Inc. in Miami, Florida. Anyi Daniela has been working in the financial industry since 2023. Anyi Daniela has a Series 66 license and Series 7TO and SIE licenses. They specialize in portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Anzhe Zhang is a registered investment advisor representative in New Jersey and New York. Anzhe has been in the industry since January 2021 and works for Blackrock Investment Management, LLC. Anzhe currently works in Blackrock's Princeton, NJ and New York City offices. Anzhe Zhang is a Series 66, 7TO, and SIE licensed advisor. Anzhe Zhang has worked at BlackRock in New York since October 2015. Anzhe has also worked for Opera Solutions in Jersey City, NJ since September 2014.

SPECIALIZATIONS

ADVISOR BIO

Ao Vang is a registered investment advisor representative with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. Ao Vang is licensed in all 50 states and has been in the industry since 2017. Prior to working with RBC Capital Markets, LLC, Ao Vang worked at Fidelity Brokerage Services LLC and RBC Global Asset Management (U.S.) Inc. Ao Vang specializes in providing financial planning, portfolio management, and other investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Aoifinn Claire Devitt is a financial advisor at Moneta Group Investment Advisors, LLC. Aoifinn has been in the financial services industry since 2000. Aoifinn specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aoifinn is a Certified Financial Planner™ professional and has a Series 7 and Series 65 license. Aoifinn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS