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Shruti Bansal

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-12-06
  • MA RA
    APPROVED
    Since 2023-12-06

Branch Locations

Prudential Tower, 800 Boylston Street, Boston, MA 02199-3600 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ropes Wealth Advisors Llc Boston MA 01/2022 10/2023
Agate Fund Management (F/K/A Moreland Management) Beverly MA 09/2014 07/2019
Osbon Capital Management Boston MA 01/2020 01/2022
Unemployed Boston MA 08/2019 12/2019
Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc Boston MA 11/2023 Present
  • 01/2022 → 10/2023
    Ropes Wealth Advisors Llc
    Boston, MA
  • 09/2014 → 07/2019
    Agate Fund Management (F/K/A Moreland Management)
    Beverly, MA
  • 01/2020 → 01/2022
    Osbon Capital Management
    Boston, MA
  • 08/2019 → 12/2019
    Unemployed
    Boston, MA
  • 11/2023 → Present
    Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc
    Boston, MA
Previous Registrations
  • 2022-02-15 → 2023-11-29
    Ropes Wealth Advisors
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-23
  • S63 Uniform Securities Agent State Law Examination
    2003-07-23
Designations
Other Names
  • Shruti None Bansal

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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