SP
CFA · CFP
SP
CFA · CFP

Sanjay Krishnarao Pawar

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
463 clients
Average Client Portfolio
$961K average
Assets Under Management
$445.1M

Fee Structure

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Location

2108 Dekalb Pike, East Norriton, PA, 19401

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sanjay owns commercial real estate in East Norriton, PA since May 2015. This activity is not investment-related.

Employment History
Current Registrations
Bluesphere Advisors LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2005 - June 2016 · 10 yrs 10 mos
Ameriprise Financial Services, INC.Broker
August 2005 - June 2016 · 10 yrs 10 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.