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Sardar Iftikhar

LPL Financial LLC
23 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Sardar Iftikhar is a registered investment advisor at LPL Financial LLC, based in New York, NY, with 23 years of industry experience. Sardar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

215 Lexington Avenue, Suite 17B, New York, NY, 10016

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sardar is part-owner/advisory rep of Arch Global Advisors LLC, dedicating nearly full-time hours to this role. He also serves on the board of Century Towers and Achilles International, is president of SS Advisory Group Inc, has ownership in two real estate holding LLCs, and is a partner at Arch Global Partners, spending minimal time on each of these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Arch Global Advisors, LLC
October 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
July 2025 - September 2025 · 2 mos
Cadaret Grant & CO INC
May 2021 - July 2025 · 4 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
March 2020 - July 2025 · 5 yrs 4 mos
Cambridge Investment Research, INC.Broker
July 2018 - April 2020 · 1 yr 9 mos
Voya Financial Advisors, INC.
April 2010 - July 2018 · 8 yrs 3 mos
Voya Financial Advisors, INC.Broker
July 2007 - July 2018 · 11 yrs
Gunnallen Financial, INCBroker
October 2003 - July 2007 · 3 yrs 9 mos
Continental Broker-Dealer CORP.Broker
September 2003 - November 2003 · 2 mos
State Registrations30 states
AKAZCACOCTDEFLGAILINKSKYLAMAMDMIMONCNENHNJNYOHPASCTNTXUTVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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