Sanjay Pawar (CRD# 4747958) is an Investment Advisor Representative working at Bluesphere Advisors LLC in East Norriton, PA and has over 18 years of experience in the finance industry. Sanjay Pawar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluesphere Advisors LLC | East Norriton, PA | Jun 2016 - Current | 7 |
| American Express Financial Advisors Inc. | Plymouth Meeting, PA | May 2005 - Jun 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- PA
- TX
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Total Assets Under Management371MILLIONS
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Total Number of Accounts1,151ACCOUNTS
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Average Account Value$321,963
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, MD, NH, NJ, NY, OH, PA, SC, TX
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