GD
GD

Goutam Datta

13 Years of Experience
Coppell, TX
1 DisclosureBroker

Goutam Datta is a registered investment advisor at Wells Fargo Advisors, based in Coppell, TX, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1199 S Belt Line Road, Suite 102, Coppell, TX, 75019

Get directions

History

Regulatory History (1)
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.
Customer Dispute
November 2025
Pending
Other Business Activities

Goutam is an owner of BPST Inc, an engineering company, since 2004, and an incorporator for Tagore House Initiative NFP, a non-profit, since 2022. He dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
August 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Edward Jones
February 2015 - August 2025 · 10 yrs 6 mos
Edward JonesBroker
February 2015 - August 2025 · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - February 2015 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - February 2015 · 2 yrs 6 mos
State Registrations12 states
ARCAFLMAMSNCNJNVNYPATXWA
AdvisorBrokerBoth

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.