MC
MC

Mustaque Choudhury

15 Years of Experience
Astoria, NY
3 Disclosures

Mustaque Choudhury is a registered investment advisor at Soulence Wealth Management, based in Astoria, NY, with 15 years of industry experience. Mustaque operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 410 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
410 clients
Average Client Portfolio
$262K average
Assets Under Management
$107.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard annual fee generally does not exceed 2.00% of assets under management. Actual fees are negotiable. Third-party manager fees are in addition to the base fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

42-16 28th Ave Suite 1RA, Astoria, NY, 11103

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2018
Customer Dispute
October 2012
Denied
Customer Dispute
June 2011
Denied
Employment History
Current Registrations
Soulence Wealth Management
March 2026 - Present · 7 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
August 2023 - May 2024 · 9 mos
Hornor, Townsend & Kent, LLCBroker
August 2023 - May 2024 · 9 mos
Oneamerica Securities, INC.Broker
May 2023 - July 2023 · 2 mos
Oneamerica Securities, INC.
May 2023 - July 2023 · 2 mos
Esi Financial Advisors
October 2021 - January 2023 · 1 yr 3 mos
Equity Services, INC.Broker
October 2021 - January 2023 · 1 yr 3 mos
Equitable Advisors, LLC
October 2019 - November 2021 · 2 yrs 1 mo
Equitable Advisors, LLCBroker
August 2019 - November 2021 · 2 yrs 3 mos
MML Investors Services, LLCBroker
August 2018 - July 2019 · 11 mos
Nylife Securities LLCBroker
July 2011 - June 2018 · 6 yrs 11 mos
Signator Investors, INC.Broker
February 2010 - June 2011 · 1 yr 4 mos
Metlife Securities INC.Broker
November 2008 - February 2010 · 1 yr 3 mos
Chase Investment Services CORP.Broker
August 2007 - December 2007 · 4 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors