Avanti Shetye

Employer firm

Wealthwyzr, LLC CRD 329767

9 advisory clients

Reported services (Item 5G)

Financial planning
Educational seminars

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

Current Employers

Wealthwyzr, Llc

Ellicott City, MD • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-09-24
MD	RA	APPROVED	2024-02-23

TX RA
APPROVED_RES

Since 2024-09-24
MD RA
APPROVED

Since 2024-02-23

Branch Locations

Ellicott City, MD • 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

Organization	City	State	From	To
Tedco	Ellicott City	MD	02/2023	Present
Amica Mutual Insurance	Lincoln	RI	08/2013	07/2022
Wealthwyzr, Llc	Ellicott City	MD	01/2023	Present
N/A	Ellicott City	MD	08/2022	12/2022

02/2023 → Present

Tedco

Ellicott City, MD
08/2013 → 07/2022

Amica Mutual Insurance

Lincoln, RI
01/2023 → Present

Wealthwyzr, Llc

Ellicott City, MD
08/2022 → 12/2022

N/A

Ellicott City, MD

Other Businesses

Avanti Shetye is the Senior Director of Portfolio Compliance and Investment Administration at TEDCO located at 10960 Grantchester Wy Suite 120, Columbia, MD 21044. She may dedicate up to 40 hours per week to this outside business activity. Not investment-related.

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD