Dilnaman
Sachdeva

Aegis Capital Corp

CRD#6923771
Investment Advisor
in New York, NY

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About this Advisor

Dilnaman Sachdeva is a financial advisor based in New York, New York, working with Aegis Capital Corp. Dilnaman has previously held positions at Md Global Partners, Duke University-Fuqua School Of Business, University Of Delhi, and Aegis Capital Corp. Dilnaman has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Dilnaman is part of Aegis Capital Corp, which operates out of New York, New York. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1345 Avenue Of The Americas 27Th Floor
New York, NY 10105

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

NY Average: $7,464,549,021
Total Number of Employees

257

NY Average: 88
Total Number of Accounts

2,479

NY Average: 3,892
Average Account Size

$517,181

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Dilnaman Sachdeva Work History

2020 - Present (4 years)

Aegis Capital Corp

2018 - 2020 (2 years)

Md Global Partners

2017 - 2018 (1 year)

Md Global Partners

2016 - 2017 (1 year)

Duke University-Fuqua Scholl Of Business

2013 - 2016 (3 years)

University Of Delhi

Disclosures

Please visit the SEC profile of Dilnaman Sachdeva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Capital Corp

Charles Rosen
Northbrook, IL
James Wright
New York, NY
Glenn Glazer
New York, NY
Samuel Tenzer
Hillsdale, NJ
Matthew Kelly
Sarasota, FL
Geoffrey Johnston
Melville, NY
Joseph Yi
Melville, NY
Felix Fuertes
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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