Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and reporting.
Deva Panambur, CFA®, CFP® is the founder. Prior to founding Sarsi, LLC in 2010, I helped families preserve, protect, and grow their wealth and well-being at Executive Monetary Management, a multi-family office at Neuberger Berman. Previously, I worked for several years in investments and risk management at Merrill Lynch Investment Managers, Chesapeake Capital Corporation and Deutsche Bank Asset Management. Earlier in my career I worked in international project finance for a shipping company in various countries and at a Steel Plant in operations.
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Company Name | Location | Dates | Years |
---|---|---|---|
Sarsi, LLC | West New York, NJ | Apr 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- NJ
- NY
- TX
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Total Assets Under Management35MILLIONS
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Total Number of Accounts120ACCOUNTS
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Average Account Value$293,950
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
NJ, NY, TX
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