Sanjay Beach
Sanjay Beach is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Beachwood, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3300 Enterprise Parkway, Suite 200, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanjay is an advisory board member for St. Edwards High School, a non-profit religious entity. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Smith Barney INC.Broker
State Registrations53 states
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