Sanjay Sachdeva
Sanjay Sachdeva is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 30 years of industry experience. Sanjay is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3600 Wilshire Blvd Suite 1914, Los Angeles, CA, 90010
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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 life, health, disability, and annuity insurance products, dedicating minimal time to this activity. He also provides tax and bookkeeping services, which takes nearly full-time hours, and serves as a board member for World Fitness Services Limited, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Investment Advisors
Proequities, INC.Broker
Brecek & Young Advisors, INC.Broker
Money Concepts Capital CORPBroker
State Registrations11 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.
Exams
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