Ananda M. Das

LIFE STRATEGY PARTNERS

TUCSON, AZ 85718

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CRD#: 6042322

Professional summary

Ananda Mohan Das, who also goes by Ananda Das, is a registered financial advisor currently at LIFE STRATEGY PARTNERS located in Tucson, Arizona.

Ananda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ananda has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ananda Das

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) Notary - Not Investment related- Tucson, AZ, Start date: 11/17/2019 - 0hrs, not currently offering this service, no activity. 2) Real Estate Rental - Co-Owner - Not Investment Related Tucson, AZ 85745, Start date: 1/1/2020 - 0hrs, silent partner, no activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ananda Mohan Das'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®

None

Experience

Current

October 4, 2024 - Present

LIFE STRATEGY PARTNERS

Office #1: 6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718

RIA

CRD#: 332925

TUCSON, AZ

Past

August 8, 2022 - September 19, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUCSON, AZ

Past

August 5, 2022 - September 19, 2024

LPL FINANCIAL LLC

CRD#: 6413

TUCSON, AZ

Past

December 1, 2020 - July 13, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TUCSON, AZ

Past

April 30, 2012 - July 13, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TUCSON, AZ

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

Arizona
(10/4/2024)

IAR

Texas
(6/4/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/1/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/8/2012

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: 6/13/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/27/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFE STRATEGY PARTNERS

LIFE STRATEGY PARTNERS | LIFE STRATEGY PARTNERS INC.

CRD#: 332925 / SEC#:

Arizona

Registered Investment Advisory firm - (9/3/2024 Approved)

Texas

Registered Investment Advisory firm - (6/3/2025 Conditional Restricted)

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Contact information

Main Address

6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718

Mailing Address

Phone number

(520) 222-9604

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 3,496,336

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

Ananda M. Das

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ananda Mohan Das's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2020

Series 63

Date: 5/8/2012

SIE

Date: 10/1/2018

Series 7

Date: 6/13/2013

Series 6

Date: 4/27/2012

Current Firm

LIFE STRATEGY PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFE STRATEGY PARTNERS

TRUST BUT VERIFY

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