Anshul Sharma is a registered investment advisor, based in New York, NY, with 15 years of industry experience.
Location
111 West 33rd Street, Unit 1410, New York, NY, 10001
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anshul is an adjunct professor at Stevens Institute of Technology since January 2022, teaching Quantitative Hedge Fund Strategies. This requires minimal time.
Employment History
Current Registrations
Savvy Wealth Management LLCBroker
February 2026 - Present · 2 mos
Savvy
September 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - September 2025 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - September 2025 · 9 yrs 2 mos
Ust Securities CORP.Broker
August 2006 - March 2008 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - June 2006 · 1 yr
E*trade Professional Trading, LLCBroker
August 2000 - February 2004 · 3 yrs 6 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.