Satya Brata Mitra

Current Employers

Employment History

• 09/1982 → Present
  Tsi Mason Laboratories
  Worcester, MA
• 01/1990 → Present
  The Guru Tax Consulting Services
  Worcester, MA
• 08/1993 → 09/2025
  Avantax Investment Services, Inc.
  Burlington, MA
• 12/1993 → 09/2025
  Avantax Advisory Services
  Worcester, MA
• 01/2011 → Present
  Satya B. Mitra
  Worcester, MA
• 04/2019 → Present
  Satya B. Mitra D/B/A Inspiration
  Worcester, MA
• 01/2005 → Present
  The Guru Tax & Financial Services,Inc.
  Worcester, MA
• 01/2019 → Present
  Satya B. Mitra
  Worcester, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Worcester, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1994-04-14 → 2025-09-05
  Avantax Advisory Services
  Worcester, MA

Other Businesses

1) JOYGURU HUMANITARIAN SERVICES, INC.~446 MAIN ST, 16th Fl~WORCESTER~MA~01608~Other~2/25/2016~16hrs~16hrs~Manage missions of the org & promote awareness of its activities in the community. 2) Satya B. Mitra~6 Westport Rd~Worcester~MA~01605~Other~Owner~1/1/2011~6hrs~6hrs~Write speeches & deliver the speech 3) The Guru Tax & Financial Services, Inc.~446 MAIN ST,16TH FL~WORCESTER~MA~01608~Accntng Svcs/Tax Prep~Other~1/1/2005~80hrs~80hrs~Mange the business. Meet clients. Prep & rvw all taxes prepared by staff 4) Worcester State University~486 Chandler Street~Worcester~MA~01602~Other~Other~6/1/2013~5hrs~5hrs~Make community aware of the Institute & bring in new Board Members to supp the foundations mission 5) Worcester Regional Chamber of Commerce~311 Main St, Suite 200~Worcester~MA~01608~Other~Other~5/1/2014~5hrs~5hrs~Oversee Financials and present financial report to the Board members as the treasurer 6) Worcester County Mechanics Association~321 Main Street~Worcester~MA~01608~Board Position/Officer~Other~7/1/2018~6hrs~6hrs~Be an ambassador of the Auditorium, promote its values specialty to generate more members and raise funds to maintain the facility. 10) Satya B. Mitra DBA Inspiration~6 Westport Road~Worcester~MA~01605~Other~Owner~4/1/2019~12hrs~12hrs~Speaking and Presentation 7) Satya B. Mitra~6 Westport Rd~Worcester~MA~01605~Other~Owner~1/1/2019~5hrs~5hrs~Writing, reviewing, editing and connecting with a publisher. 8) RADIO SHOW GUEST POS: Guest of Tax Q&A Radio show NATURE: Live Tax Question & Answer radio show on local radio station, WCRN. INV REL:N~3hrs~0hrs START: 01/07/2019 ADDR:6 Westport Rd, Worcester MA 01608 DESCR: Answer Tax related questions asked once a week for 30 minutes on a radio show. 9) MITRA REAL ESTATE LLC POS: Owner/ Member NATURE: It is created to purchase, rent and sale real estate. However, currently there is no real estate or assets are under this LLC. INV REL:No;8hrs~0hrs START: 05/21/2020 ADDR: 6 Westport Road, Worcester MA 01605 DESCR: Manage the real estate activities. 10) WORCESTER REGIONAL STRATEGIC OPPORTUNITIES FOUNDATION POS Board of Directors/ Treasurer NATURE: Present the Financial status report of the Foundation to the Board Members. Bookkeeping managed by the staff members & the accountants of the org. INV REL:No; 1hr~0hr; START: 09/29/2021 ADD: 311 Main Street, Suite# 200, Worcester MA 01608 DESCR: Attend Board meetings. Present the financial report of the Foundation to the Board members. Convey suggestions of the Board Members to the staff and accountants of the Foundation. 11) QUINSIGAMOND COMMUNITY COLLEGE POSITION: Board of Trustees NAT: Get reports from the college admin & rvw to see all functions are done as per the by-laws & policies of the college. INV REL: No; 4hrs~4hrs; START: 10/06/2022 ADD:670 West Boylston St, Worcester MA 01606 DESCR: Attend Board of Trustees meeting & participate to oversee progresses. Give yearly review report 12) CITY COUNCIL MEMBER OF CITY OF WORCESTER, MACANDIDATE FOR CITY COUNCIL POSITION POSITION: Candidate for City Council NATURE: Attend Weekly City Council Meeting INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 455 Main Street, Worcester MA 01608 DESCRIPTION: Meet the constituents as needed

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-08

Designations

Other Names

• Satya Brata Mitra