Avanti Shetye

WEALTHWYZR

Ellicott City, MD

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CRD#: 7856484

Professional summary

Avanti Shetye is a registered financial advisor currently at WEALTHWYZR, LLC located in Ellicott City, Maryland.

Avanti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Avanti has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Avanti Shetye is the Director of Portfolio Compliance and Investment Administration at TEDCO located at 10025 Governor Warfield Pkwy., Suite 400 Columbia, MD 21044. She may dedicate up to 40 hours per week to this outside business activity. Not investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avanti Shetye's 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

February 23, 2024 - Present

WEALTHWYZR, LLC

RIA

CRD#: 329767

Ellicott City, MD

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

Maryland
(2/23/2024)

IAR

Texas
(10/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WEALTHWYZR, LLC

CRD#: 329767 / SEC#:

Maryland

Registered Investment Advisory firm - (1/22/2024 Approved)

Texas

Registered Investment Advisory firm - (9/24/2024 Conditional Restricted)

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Contact information

Main Address

Ellicott City, MD

Mailing Address

Phone number

(240) 515-8469

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.