Sanjay Krishnarao Pawar

CFA · CFP

Bluesphere Advisors LLC

20 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Bluesphere Advisors LLC

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

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.

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.