Sumit Handa, financial advisor Bethesda MD

Sumit Handa

CRD Number: 2274553
Current Firm: Pennington Partners & Company, LLC

Sumit Handa (CRD# 2274553) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pennington Partners & Company, LLC Bethesda, MD Apr 2019 - Current 1
Bny Mellon Ny, NY Jan 2015 - Apr 2019 4
City Of Philadelphia Board Of Pensions Philadelphia, PA Jun 2010 - Jan 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Sumit Handa
Phone Number: 202-370-6435
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    776
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $2,454,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, MD

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