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Sanjit Khara

22 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Sanjit Khara is a registered investment advisor at Wells Fargo Advisors, based in Pittsburgh, PA, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1501 Reedsdale St, Ste 4005, Pittsburgh, PA, 15233

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History

Regulatory History (1)
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Customer Dispute
February 2014
Denied
Other Business Activities

Sanjit has 100% ownership of KM Wealth Management LLC and 25% ownership of Heritage Seubert Financial LLC. He also serves as trustee for the KM Wealth Management 401k (nearly full-time) and executor for his father and mother (minimal time each).

Employment History
Current Registrations
Wells Fargo Advisors
August 2016 - Present · 9 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
February 2006 - August 2016 · 10 yrs 6 mos
UBS Financial Services INC.Broker
November 2004 - August 2016 · 11 yrs 9 mos
Pruco Securities, LLC.Broker
March 2003 - July 2004 · 1 yr 4 mos
State Registrations25 states
AZCACODCFLGAHIIDINMAMDMIMONCNMNVNYOHPASCTNTXVAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.