AS
AS

Arpit Sharma

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

835 Main Street, Building 200, Buda, TX, 78610

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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 ActivitiesSells Insurance

Arpit is an insurance agent selling life and health insurance since May 2022, dedicating a few hours per week to this activity. He also works as an Investment Advisor Representative for Transc3nd and a Cash Flow Analyst for e3 Wealth, LLC, both since 2022, and spending full-time hours on the former.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
November 2022 - Present · 3 yrs 3 mos
Transce3nd LLC
October 2022 - Present · 3 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Arpit Sharma - Financial Advisor | TrueAdvisor