Sanjay Das
Sanjay Das is a CFP-designated registered investment advisor at LPL Financial LLC, based in Anchorage, AK, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
255 E Fireweed Ln, Anchorage, AK, 99503
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sanjay sells non-variable insurance products, including fixed annuities, life insurance, and long-term care insurance, dedicating a few hours per week. He also manages multiple real estate rental properties and is the owner/president of Sanjay A. Das CFP LLC, a business entity for tax/investment purposes only, and is a teacher at Golden Gate University.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Fortis Investors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.