Vallapuzha Sandhya, financial advisor Santa Clara CA

Vallapuzha Sandhya

CRD Number: 6294000
Current Firm: Edelman Financial Engines

Vallapuzha Sandhya (CRD# 6294000) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Dec 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Vallapuzha V. Sandhya
Phone Number: 408-498-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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