AT
Ankor Tewari
DESIGNED WEALTH USA LTD.
TORONTO,
CRD#: 8241499
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AT
Ankor TewariDESIGNED WEALTH USA LTD.
Professional summary
Ankor Tewari is a registered financial advisor currently at DESIGNED WEALTH USA LTD. .
Ankor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ankor has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ankor Tewari'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®
NoneExperience
Current
April 16, 2026 - Present
DESIGNED WEALTH USA LTD.
RIA
CRD#: 337487
TORONTO,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DESIGNED WEALTH USA LTD.
DESIGNED WEALTH USA LTD.
CRD#: 337487 / SEC#: 801-134267
RIA
Registered Investment Advisory firm - (8/29/2025 Approved)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
South Carolina(4/16/2026)
Current Firm
DW
DESIGNED WEALTH USA LTD.
DESIGNED WEALTH USA LTD.
CRD#: 337487 / SEC#: 801-134267
RIA
Registered Investment Advisory firm - (8/29/2025 Approved)Loading...
Contact information
Main Address
Toronto
Mailing Address
Phone number
(705) 930-1218
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
