Royah Sultan
Royah Sultan is a registered investment advisor at Bankers Life Advisory Services, INC., based in Warwick, RI, with 6 years of industry experience. Royah 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 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
475 Kilvert Street, Suite 300, Warwick, RI, 02886
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Royah is an insurance agent with Bankers Life since 2017, dedicating nearly full-time hours to selling Medicare, long-term care, life insurance, and fixed annuities. Royah is also a part owner of Sulchance Listings LLC since 2022, spending about 10-20% of her time seeking out and flipping real estate properties.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
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
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