PN
Prateek Nmn Mehrotra
CRD 4618007
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Endowment Wealth Management, Inc. | Registered representative | 07/20/2026 |
| Etf Model Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Endowment Wealth Management, Inc.
Shareholder/Vice President/ Secretary/ Chief Investment Officer · 10% – 25% · Aug 2024
-
Etf Model Solutions, Llc
Managing Member, Chief Investment Officer · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗