Deva Panambur
SARSI
West New York, NJ
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CRD#: 4632189
Professional summary
Deva Panambur, CFP® is a registered financial advisor currently at SARSI, LLC located in West New York, New Jersey.
Deva is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Deva has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
I am passionate about using my deep experience in financial planning and investment management to help busy professional, business owners and retirees solve their financial and investment problems. I am available at every point to help clients make optimal decisions. I have several technical qualifications and years of experience at firms such as Merrill Lynch and Neuberger Berman where I managed portfolio for clients (See my LinkedIn profile for details), but more importantly, I have the deep desire to make a difference in my client's lives. I am located in New York, NY, and West New York, NJ and serve clients locally, across the country and overseas.
I keep fit by running and practicing Iyengar yoga. I enjoy golf, traveling and good food. I teach a course in Personal Finance at Montclair State University.
Question & Answer
What are your service offerings?
Life Transitions
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Investment Planning
Tax Planning
Divorce Planning
Insurance Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Generation X
High Net Worth Client Needs
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Deva Panambur's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
August 22, 2013 - Present
SARSI, LLC
RIA
CRD#: 168399
West New York, NJ
Past
November 1, 2005 - March 10, 2009
NEUBERGER BERMAN BD LLC
RIA
CRD#: 2908
NEW YORK, NY
Past
September 28, 2005 - March 10, 2009
NEUBERGER BERMAN BD LLC
BD
CRD#: 2908
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(8/22/2013)
IAR
New York(10/10/2021)
IAR
Texas(2/20/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SARSI, LLC
SARSI, LLC
CRD#: 168399 / SEC#:
New Jersey
Registered Investment Advisory firm - (8/22/2013 Approved)New York
Registered Investment Advisory firm - (4/22/2020 Approved)Texas
Registered Investment Advisory firm - (2/14/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
West New York, NJ
Mailing Address
Phone number
(917) 446-9601
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 39,432,000 |
Red Flags
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