Sanjay K. Pawar

BLUESPHERE ADVISORS LLC

East Norriton, PA 19401

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CRD#: 4747958

Professional summary

Sanjay Krishnarao Pawar, CFP® is a registered financial advisor currently at BLUESPHERE ADVISORS LLC located in East Norriton, Pennsylvania.

Sanjay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sanjay has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

Real Estate Ownership; Commercial; East Norriton, PA 19401; Not investment related; May 2015.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sanjay Krishnarao Pawar'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 21, 2016 - Present

BLUESPHERE ADVISORS LLC

Office #1: 2108 Dekalb Pike, East Norriton, PA 19401

RIA

CRD#: 283972

East Norriton, PA

Past

August 29, 2005 - June 21, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

East Norriton, PA

Past

August 18, 2005 - June 21, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

East Norriton, PA

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".

BLUESPHERE ADVISORS LLC

CRD#: 283972 / SEC#: 801-117413

RIA

Registered Investment Advisory firm - (9/26/2019 Approved)

Delaware

Registered Investment Advisory firm - (10/2/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (10/3/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/14/2019 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(6/21/2016)

IAR

Texas
(11/3/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/25/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/2005

General Securities Representative Examination

Current Firm

BLUESPHERE ADVISORS LLC

CRD#: 283972 / SEC#: 801-117413

RIA

Registered Investment Advisory firm - (9/26/2019 Approved)

Delaware

Registered Investment Advisory firm - (10/2/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (10/3/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/14/2019 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2019 Terminated)

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Contact information

Main Address

2108 Dekalb Pike, East Norriton, PA 19401

Mailing Address

Phone number

(610) 277-1515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUESPHERE DISCLOSURE BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,219
AUM (Assets Under Management)	$ 445,136,606

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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Sanjay K. Pawar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sanjay Krishnarao Pawar's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUESPHERE ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLUESPHERE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2005

SIE

Date: 6/21/2016

Series 7

Date: 8/17/2005

Current Firm

BLUESPHERE ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUESPHERE ADVISORS LLC

TRUST BUT VERIFY

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