Satya Mitra is a CFP-designated registered investment advisor, based in Worcester, MA, with 32 years of industry experience.
Location
33 Waldo St, Third Floor, Worcester, MA, 01608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Satya is involved in numerous community and business activities, including board positions, managing organizations, and speaking engagements. He also owns Mitra Real Estate LLC, though it currently holds no assets.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations26 states
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