UBS Financial Services
46yrs
Top advisor by experience in Albany
2yrs
Manasi Dutta
Financial advisor at Edward Jones
Based in Albany, New York, Manasi Dutta is a fiduciary financial advisor with 2 years of industry experience. Manasi has been with Edward Jones since 2025. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 393 advisors with offices in Albany, and one of 340 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1971 Western Ave Suite 5, Albany, NY 12203
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowEdward JonesCurrent firm
Contact Manasi
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Manasi. 1971 Western Ave Suite 5Albany, NY 12203Office · Get directions
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Questions to ask Manasi
Tailored to Manasi’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Manasi
How do I contact Manasi?
Call Edward Jones at (314) 515-2000 and ask for Manasi Dutta. Manasi works from the Albany, NY office.
How long has Manasi been a financial advisor?
Manasi has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Manasi hold?
Series 66. Tap any license on this page to see what it allows.
Is Manasi a fiduciary?
Manasi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Manasi paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Manasi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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