Mousumi Mukherjee has been an investment adviser representative at Wealthstar Advisors since April 2013, and is not listed among the firm’s executive officers or direct owners.
Wealthstar Advisors, LLC is a Plano, TX firm with $724M under management, 453 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Mousumi Mukherjee’s longest registration is the current one, 13 years at Wealthstar Advisors since 2013. Before joining Wealthstar Advisors in 2013, Mousumi Mukherjee was registered through Independent Financial Partners and World Equity Group, Inc.
- Wealthstar Advisors, LLCCurrent– present · 13 yearsPlano, TX · Adviser representative · Firm CRD 164957
- Independent Financial Partners– · 1 yearPlano, TX · Adviser representative · Firm CRD 125112
- World Equity Group, Inc.– · under a yearPlano, TX · Adviser representative · Firm CRD 29087
- Peregrine Diversified Investment Services Corp.– · 1 yearPlano, TX · Adviser representative · Firm CRD 155820
- Ams Advisors LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 142852
- Brewer Investment Advisors LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 134631
- Ameriprise Financial Services, Inc.– · 5 yearsPlano, TX · Adviser representative · Firm CRD 6363
- American Express Financial Advisors, Inc.– · under a yearRichardson, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Mousumi Mukherjee is registered as an investment adviser representative in Texas, since April 2013.
- TexasSince 26 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 January 2004 |
| Series 7 | General Securities Representative Examination | 22 December 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4723021
- Firm
- Wealthstar Advisors · CRD 164957
- Office
- 305B W SPRING CREEK PARKWAY, SUITE 400, Plano, TX 75023
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Mousumi Mukherjee work?
Mousumi Mukherjee is an investment adviser representative registered through Wealthstar Advisors, LLC since April 2013, and is not listed among the firm’s executive officers or direct owners.
Is Mousumi Mukherjee a financial advisor?
Yes. Mousumi Mukherjee has a current investment-adviser registration in Texas, through Wealthstar Advisors since April 2013.
How many years of experience does Mousumi Mukherjee have?
Mousumi Mukherjee has 22 years in the financial industry, since April 2004, across 7 adviser firms.
What exams has Mousumi Mukherjee passed?
Mousumi Mukherjee has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2003.
Where did Mousumi Mukherjee work before Wealthstar Advisors?
Before Wealthstar Advisors, Mousumi Mukherjee was registered through World Equity Group, Inc., September 2011 to September 2011; Peregrine Diversified Investment Services Corp., May 2011 to July 2012; Ams Advisors LLC, November 2010 to May 2011; Brewer Investment Advisors LLC, September 2009 to November 2010; Ameriprise Financial Services, Inc., May 2004 to October 2009; American Express Financial Advisors, Inc., January 2004 to March 2004.
Where is Mousumi Mukherjee based?
Mousumi Mukherjee’s registered office is in Plano, TX.
Is Mousumi Mukherjee registered with FINRA?
No. Mousumi Mukherjee has no current broker registration.
How can I verify Mousumi Mukherjee’s record?
Search CRD 4723021 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mousumi Mukherjee’s full registration record.
