Sanhita Bhattacharya

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 04/2019
  Santander Bank, Na
  Boston, MA
• 07/2015 → 04/2019
  Santander Securities Llc
  San Juan, PR
• 04/2019 → 07/2022
  Morgan Stanley
  Wellesley, MA
• 07/2022 → 05/2023
  First Republic Securities Company, Llc
  Boston, MA
• 07/2022 → 05/2023
  First Republic Investment Management, Inc
  Boston, MA
• 05/2023 → 02/2026
  Ieq Capital Llc
  Foster City, CA
• 03/2026 → Present
  Arax Advisory Partners, Llc
  Birmingham, MI

Previous Registrations

• 2023-05-16 → 2026-03-12
  Ieq Capital, Llc
  Boston, MA
  Foster City, CA
• 2022-08-02 → 2023-05-26
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA
• 2019-10-15 → 2022-08-12
  Morgan Stanley
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-15
• S63 Uniform Securities Agent State Law Examination
  2015-10-19

Other Names

• Sanhita Dey