SG
Sanjoy Ghosh
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
BOSTON, MA 02110
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CRD#: 6230385
SG
Professional summary
Sanjoy Ghosh is a registered financial advisor currently at INTERACTIVE ADVISERS, INTERACTIVE ADVISORS located in Boston, Massachusetts.
Sanjoy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sanjoy has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sanjoy Ghosh'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
September 9, 2013 - Present
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
Office #1: 175 Federal Street Suite 1050, Boston, MA 02110RIA
CRD#: 145694
BOSTON, MA
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".
IA
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
"INTERACTIVE BROKERS ASSET MANAGEMENT" AND "IB ASSET MANAGEMENT" | INTERACTIVE BROKERS ASSET MANAGEMENT | INTERACTIVE ADVISORS | INTERACTIVE ADVISERS, INTERACTIVE ADVISORS | INTERACTIVE ADVISERS | IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT, IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT | COVESTOR LTD
CRD#: 145694 / SEC#: 801-69224
RIA
Registered Investment Advisory firm - (5/30/2008 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.Highlighted states indicate IAR registrations
IAR
Massachusetts(11/3/2014)
Current Firm
IA
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
"INTERACTIVE BROKERS ASSET MANAGEMENT" AND "IB ASSET MANAGEMENT" | INTERACTIVE BROKERS ASSET MANAGEMENT | INTERACTIVE ADVISORS | INTERACTIVE ADVISERS, INTERACTIVE ADVISORS | INTERACTIVE ADVISERS | IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT, IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT | COVESTOR LTD
CRD#: 145694 / SEC#: 801-69224
RIA
Registered Investment Advisory firm - (5/30/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Floor 12 20 Fenchurch Street, London, EC3M 3BY
Mailing Address
100 Summer Street Floor 16 - Interactive Advisors, Boston, MA 02110
Phone number
44 020 3787 9250
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,716 |
| AUM (Assets Under Management) | $ 168,480,731 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/10/2025 | ||
| 12/15/2023 | ||
| 06/22/2023 | ||
| 12/21/2022 |
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.
Company Information
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
CRD#: 145694Boston, MA 02110TRUST BUT VERIFY
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