Sajal Mutter has been an investment adviser representative at Intelligent Wealth Solutions since November 2025, and is not listed among the firm’s executive officers or direct owners.
Intelligent Wealth Solutions LLC is an Austin, TX firm with $961M under management, 3,156 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Sajal Mutter’s longest registration is the current one, under a year at Waterloo Capital since 2025.
- – present · under a yearAustin, TX · Adviser representative · Firm CRD 300403
- Waterloo CapitalAlso current– present · under a yearAustin, TX · Adviser representative · Firm CRD 133705
Investment adviser representative registrations
Sajal Mutter is registered as an investment adviser representative in Texas, since November 2025.
- TexasSince 15 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sajal Emily Mutter
- CRD
- 8185983
- Firm
- Intelligent Wealth Solutions · CRD 300403
- Office
- 2801 VIA FORTUNA, SUITE 250, Austin, TX 78746
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Sajal Mutter work?
Sajal Mutter is an investment adviser representative registered through Intelligent Wealth Solutions LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sajal Mutter a financial advisor?
Yes. Sajal Mutter has a current investment-adviser registration in Texas, through Intelligent Wealth Solutions since November 2025.
How many years of experience does Sajal Mutter have?
Sajal Mutter has 0 years in the financial industry, since November 2025, across 2 adviser firms.
What exams has Sajal Mutter passed?
Sajal Mutter passed the Series 65 in November 2025.
Where is Sajal Mutter based?
Sajal Mutter’s registered office is in Austin, TX.
Is Sajal Mutter registered with FINRA?
No. Sajal Mutter has no current broker registration.
How can I verify Sajal Mutter’s record?
Search CRD 8185983 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sajal Mutter’s full registration record.
- Gery SadzewiczChief Compliance Officer
- John ChatmasCEO
- Bennett WoodwardMember