Deva Panambur is a CFA, CFP-designated registered investment advisor at Sarsi, LLC, based in West New York, NJ, with 15 years of industry experience. Deva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Gen X, and 4 more. Their firm serves 57 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5,000,000. Includes financial planning.
Fee Estimator
Contact
Deva Panambur
Location
West New York, NJ
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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 →Employment History
Current Registrations
Sarsi, LLC
Previous Registrations
Neuberger Berman, LLC
State Registrations3 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
Additional Information
I am passionate about using my deep experience in financial planning and investment management to help busy professional, business owners and retirees solve their financial and investment problems. I am available at every point to help clients make optimal decisions. I have several technical qualifications and years of experience at firms such as Merrill Lynch and Neuberger Berman where I managed portfolio for clients (See my LinkedIn profile for details), but more importantly, I have the deep desire to make a difference in my client's lives. I am located in New York, NY, and West New York, NJ and serve clients locally, across the country and overseas.