Sardar S. Iftikhar

ARCH GLOBAL ADVISORS

NEW YORK, NY 10016

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CRD#: 4673210

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sardar Sheraz Iftikhar's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 12, 2018 - Present

ARCH GLOBAL ADVISORS, LLC

Office #1: 215 Lexington Avenue Suite 17b, New York, NY 10016

RIA

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 10016

RIA

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.

CRD#: 10641

New York, NY

Past

July 13, 2018 - April 17, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

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.

CRD#: 2882

LONG ISLAND CITY, NY

Past

October 23, 2003 - July 20, 2007

GUNNALLEN FINANCIAL, INC

CRD#: 17609

NEW YORK, NY

Past

September 24, 2003 - November 21, 2003

CONTINENTAL BROKER-DEALER CORP.

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".

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.

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

Alaska
(12/17/2025)

Arizona
(7/10/2025)

California
(7/10/2025)

Colorado
(7/10/2025)

Connecticut
(7/10/2025)

Delaware
(7/10/2025)

Florida
(7/10/2025)

Georgia
(7/10/2025)

Illinois
(7/10/2025)

Indiana
(7/10/2025)

Kansas
(7/10/2025)

Kentucky
(7/10/2025)

Louisiana
(7/10/2025)

Maryland
(7/10/2025)

Massachusetts
(7/10/2025)

Michigan
(7/10/2025)

Missouri
(7/10/2025)

Nebraska
(7/10/2025)

New Hampshire
(7/10/2025)

New Jersey
(7/10/2025)

IAR

New York
(8/10/2021)

New York
(7/10/2025)

North Carolina
(7/10/2025)

Ohio
(7/10/2025)

Pennsylvania
(7/10/2025)

South Carolina
(7/10/2025)

Tennessee
(7/10/2025)

IAR

Texas
(3/22/2019)

Texas
(7/10/2025)

Virginia
(7/10/2025)

West Virginia
(7/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/2/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/8/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCH GLOBAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/18/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Sardar S. Iftikhar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sardar Sheraz Iftikhar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCH GLOBAL ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

GUNNALLEN FINANCIAL, INC

CONTINENTAL BROKER-DEALER CORP.

Primary Firm SEC Registration

ARCH GLOBAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2018

Series 63

Date: 10/8/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2003

FINRA

Current Firm

ARCH GLOBAL ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCH GLOBAL ADVISORS, LLC

TRUST BUT VERIFY

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