Sanjay
Das

Lpl Financial LLC

CRD#2364480
Investment Advisor
in Seattle, WA
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About this Advisor

Sanjay Das is a certified financial planner in Seattle, Washington. Currently an investment advisor with Lpl Financial LLC, Das has 16 years of professional experience. Das holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Das can operate based out of Alaska, Arizona, California, Georgia, Illinois, Maine, Maryland, Michigan, Minnesota, North Carolina, Oregon, Texas, Virginia, Washington and Wyoming. Over the course of their career, they have held roles at National Planning Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in Seattle, Washington, and operates out of 8,011 offices across the country. As a registered investment firm, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and employs more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

227 S Orcas St
Seattle, WA 98108

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

WA Average: $16,012,751,954
Total Number of Employees

22,703

WA Average: 118
Total Number of Accounts

680,466

WA Average: 4,567
Average Account Size

$224,156

WA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sanjay Das Work History

Sanjay has 16 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2002 - 2017 (15 years)

National Planning Corporation

Disclosures

Sanjay Das has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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