Career
Debashis Chowdhury has been President of Canterbury Consulting since July 2015. Debashis Chowdhury is a control person of the firm and directly owns between 5% and 10% of it. Debashis Chowdhury earned a BS in management and economics from the Carlson School of Management at the University of Minnesota.
Canterbury Consulting Incorporated is a Newport Beach, CA firm with $45.9B under management, 172 clients and 25 advisers across 3 offices, as of its May 2026 filing.
Debashis Chowdhury is a Canterbury board member and shareholder. Debashis Chowdhury is Canterbury’s president and an investment consultant. His responsibilities include firm strategy, consulting, investment research, and business development; he consults with not-for-profit institutions on investment policy, asset allocation, and portfolio construction. Before Canterbury, he contributed to the Human Genome Project in the University of Minnesota’s Department of Pharmacology.
- – present · 16 yearsNewport Beach, CA · Adviser representative · Firm CRD 22875
Credentials and registrations
Professional designations
Listed by Canterbury Consulting and the sources below
- The firm biography identifies him as a CFA charterholder.
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Arizona | Approved | 11 June 2019 |
| California | Approved | 19 October 2009 |
| Texas | Approved, resident | 6 June 2019 |
- Status
- Approved
- Status
- Approved
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 August 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 1998 |
| Series 7 | General Securities Representative Examination | 25 November 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Debashis Chowdhury
- CRD
- 3146678
- Office
- 610 NEWPORT CENTER DRIVE, SUITE 500, Newport Beach, CA 92660-6404
- Firm bio
- canterburyconsulting.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Debashis Chowdhury work?
Debashis Chowdhury has been President of Canterbury Consulting Incorporated since July 2015, and is a control person of the firm.
Is Debashis Chowdhury a financial advisor?
Yes. Debashis Chowdhury has a current investment-adviser registration in Arizona, California and Texas, through Canterbury Consulting since October 2009.
How many years of experience does Debashis Chowdhury have?
Debashis Chowdhury has 16 years in the financial industry, since October 2009, across 1 adviser firm.
What exams has Debashis Chowdhury passed?
Debashis Chowdhury has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in November 1998.
Where is Debashis Chowdhury based?
Debashis Chowdhury’s registered office is in Newport Beach, CA.
