SI
Sardar S. Iftikhar
ARCH GLOBAL ADVISORS
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 4673210
SI
Professional summary
Sardar Sheraz Iftikhar, who also goes by Sheraz Iftikhar, is a registered financial advisor currently at ARCH GLOBAL ADVISORS, LLC located in New York, New York and LPL FINANCIAL LLC located in White Plains, New York.
Sardar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Sardar has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sheraz Iftikhar
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.
1. 07/10/2025- Arch Global Advisors- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 07/01/2018- 160 Hours Per Month- 160 Hours During Trading-I provide investment advisory services through Arch Global Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 07/10/2025- Raben Capital Growth Corp- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/01/2023- 10 Hours Per Month- 10 Hours During Trading 3. 07/10/2025- Aaliyah Iftikhar LLC- Real Estate Rental- INV Related- At New York, NY- Start date 01/01/2023- 1 Hour Per Month 4. 07/10/2025-Arch Global Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/01/2018- 160 Hours Per Month- 160 Hours During Trading 5. 07/10/2025- Insurance Sales- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/01/2003- 10 Hours Per Month- 10 Hours During Trading 6. 07/10/2025- Arch Global Partners- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2021- 10 Hours Per Month- 10 Hours During Trading 7.07/10/2025- Arch Global Partners 3- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2021- 1 Hour Per Month- 1 Hour During Trading 8. 07/10/2025- Arch Global Partners 4- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2021- 1 Hour Per Month- 1 Hour During Trading 9. 07/10/2025- Iftikhar Family Holdings- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Manhasset, NY- Start date 01/01/2023- 1 Hour Per Month- 1 Hour During Trading 10. 07/10/2025 - Cowan Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2023 - 40 hours per month/ during trading 11. 07/16/2025 - Cowan Financial Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/01/2023 - 40 hours per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Sardar Sheraz Iftikhar'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®
NoneExperience
Current
October 12, 2018 - Present
ARCH GLOBAL ADVISORS, LLC
Office #1: 215 Lexington Avenue Suite 17b, New York, NY 10016RIA
CRD#: 297397
NEW YORK, NY
Current
July 10, 2025 - Present
LPL FINANCIAL LLC
Office #1: 470 Mamaronek Avenue Suite 306, White Plains, NY 10605Office #2: 215 Lexington Avenue Suite 17b, New York, NY 10016RIA
BD
CRD#: 6413
White Plains, NY
Past
July 10, 2025 - September 18, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
May 4, 2021 - July 10, 2025
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
New York, NY
Past
March 27, 2020 - July 10, 2025
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
New York, NY
Past
July 13, 2018 - April 17, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
New York, NY
Past
April 7, 2010 - July 16, 2018
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
LONG ISLAND CITY, NY
Past
July 9, 2007 - July 16, 2018
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
LONG ISLAND CITY, NY
Past
October 23, 2003 - July 20, 2007
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
NEW YORK, NY
Past
September 24, 2003 - November 21, 2003
CONTINENTAL BROKER-DEALER CORP.
BD
CRD#: 14048
CARLE PLACE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
ARCH GLOBAL ADVISORS, LLC
ARCH GLOBAL ADVISORS, LLC | COWAN FINANCIAL GROUP
CRD#: 297397 / SEC#: 801-113519
RIA
Registered Investment Advisory firm - (7/2/2018 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/10/2025)
RR
California(7/10/2025)
RR
Colorado(7/10/2025)
RR
Connecticut(7/10/2025)
RR
Delaware(7/10/2025)
RR
Florida(7/10/2025)
RR
Georgia(7/10/2025)
RR
Illinois(7/10/2025)
RR
Indiana(7/10/2025)
RR
Kansas(7/10/2025)
RR
Kentucky(7/10/2025)
RR
Louisiana(7/10/2025)
RR
Maryland(7/10/2025)
RR
Massachusetts(7/10/2025)
RR
Michigan(7/10/2025)
RR
Missouri(7/10/2025)
RR
Nebraska(7/10/2025)
RR
New Hampshire(7/10/2025)
RR
New Jersey(7/10/2025)
IAR
New York(8/10/2021)
RR
New York(7/10/2025)
RR
North Carolina(7/10/2025)
RR
Ohio(7/10/2025)
RR
Pennsylvania(7/10/2025)
RR
South Carolina(7/10/2025)
RR
Tennessee(7/10/2025)
IAR
Texas(3/22/2019)
RR
Texas(7/10/2025)
RR
Virginia(7/10/2025)
RR
West Virginia(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AG
ARCH GLOBAL ADVISORS, LLC
ARCH GLOBAL ADVISORS, LLC | COWAN FINANCIAL GROUP
CRD#: 297397 / SEC#: 801-113519
RIA
Registered Investment Advisory firm - (7/2/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
215 Lexington Avenue Suite 17b, New York, NY 10016
Mailing Address
Phone number
(212) 991-8807
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 144,750,085 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
