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MC

Mustaque H. Choudhury

SOULENCE WEALTH MANAGEMENT
Astoria, NY 11103
Some features on this profile are disabled
CRD#: 5376168
MC

Professional summary

Mustaque Haider Choudhury, who also goes by Mustaque Haider Choudhury, is a registered financial advisor currently at SOULENCE WEALTH MANAGEMENT located in Astoria, New York.

Mustaque is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mustaque has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mustaque Haider Choudhury

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mustaque Haider Choudhury's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 23, 2026 - Present

SOULENCE WEALTH MANAGEMENT

Office #1: 42-16 28th Ave Suite 1ra, Astoria, NY 11103
RIA
CRD#: 340580
Astoria, NY
Past

August 1, 2023 - May 31, 2024

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
Astoria, NY
Past

August 1, 2023 - May 31, 2024

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
Astoria, NY
Past

May 3, 2023 - July 21, 2023

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Astoria, NY
Past

May 3, 2023 - July 21, 2023

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Astoria, NY
Past

October 16, 2021 - January 25, 2023

EQUITY SERVICES, INC.

RIA
CRD#: 265
HAUPPAUGE, NY
Past

October 15, 2021 - January 25, 2023

EQUITY SERVICES, INC.

BD
CRD#: 265
HAUPPAUGE, NY
Past

October 2, 2019 - November 2, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

August 2, 2019 - November 2, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 28, 2018 - July 15, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW YORK, NY
Past

July 6, 2011 - June 11, 2018

NYLIFE SECURITIES LLC

BD
CRD#: 5167
LAKE SUCCESS, NY
Past

February 5, 2010 - June 23, 2011

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WESTBURY, NY
Past

November 14, 2008 - February 11, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ROSLYN, NY
Past

August 1, 2007 - December 18, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(3/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/15/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/31/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/3/2018
General Securities Principal Examination

Current Firm

SW
SOULENCE WEALTH MANAGEMENT
SOULENCE WEALTH MANAGEMENT | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II

CRD#: 340580 / SEC#: 801-135451

RIA
Registered Investment Advisory firm - (3/2/2026 120-Day Approval)
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Contact information

Main Address
220 S 2500 W, Pleasant Grove, UT 84062
Mailing Address
Phone number
(801) 571-9900
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/6/2026)

Regulatory assets under management

Total Number of Accounts772
AUM (Assets Under Management)$ 94,691,263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOULENCE WEALTH MANAGEMENT

CRD#: 340580Astoria, NY 11103

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