Shruti
Bansal
Ropes Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Shruti Bansal is a chartered financial analyst based in Boston, Massachusetts with a total of 1 year of industry experience. Bansal is on the advisory team at Ropes Wealth Advisors. Their career trajectory has included roles at John Hancock, Agate Fund Management (F/K/A Moreland Management), Osbon Capital Management and Ropes Wealth Advisors LLC. Bansal maintains a Series 63 license, designating them as a securities representative, and is approved to serve investors in Massachusetts. Ropes Wealth Advisors is a financial advisory company that has its headquarters in Boston, MA. It handles $7 billion in assets across its 3,632 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 3,632 accounts, 68% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Ropes Wealth Advisors offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically vary depending on the services provided. However, fees billed by Ropes Wealth Advisors most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ropes Wealth Advisors Brokerage Details
$6,468,204,099
41
3,632
$1,780,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Shruti Bansal Work History
Shruti has been registered as a financial advisor for 1 years.*
Ropes Wealth Advisors LLC
Osbon Capital Management
Agate Fund Management (F/K/A Moreland Management)
John Hancock
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shruti Bansal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ropes Wealth Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
