Deva Panambur,  CFA®, CFP®, financial advisor West New York NJ

Deva Panambur, CFA®, CFP®

CRD Number: 4632189
Current Firm: Sarsi, LLC
Compensation Model: Fee Only

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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Professional Designations
Company Name Location Dates Years
Sarsi, LLC West New York, NJ Apr 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Deva Panambur, CFA®, CFP®
Phone Number: 917-446-9601
Advisor Website: http://sarsillc.com
Firm Website: https://www.napfa.org/
Registered State(s):
  • NJ
  • NY
  • TX
Current Firm Details
Sarsi, LLC
Firm's CRD Number: 168399
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $293,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, TX

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