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Wasatch Advisors LP CRD 106081
$23.3B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 Wakara Way 3Rd Floor, Salt Lake City, UT 84108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-07 |
Branch Locations
505 Wakara Way, 3Rd Floor, Salt Lake City, UT 84108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2010 | 04/2019 |
| Wasatch Advisors | Salt Lake City | UT | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-06 |
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