Sanjay Dasani (CRD# 6385557) is an Investment Advisor Representative working at Omkara Capital LLC in Redington Shores, FL and has over 9 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Omkara Capital LLC | Redington Shores, FL | Jul 2014 - Current | 9 |
| Anglo-american Investments/products Advisors Inc. | Toledo, OH | Jan 2011 - Dec 2016 | 5 |
| Northern Trust | St. Petersburg, FL | Nov 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- FL
- IL
- OH
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$219,427
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, OH
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