AC
Arvind Chopra
SAGEPOINTE ADVISORS LLC
Fremont, CA
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CRD#: 6821340
AC
Professional summary
Arvind Chopra is a registered financial advisor currently at SAGEPOINTE ADVISORS LLC located in Fremont, California.
Arvind is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Arvind 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.
Senior Principal Engineer at Cadence Design Systems
CRS (Client Relationship Summary) - RIA
Click below to view Arvind Chopra'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
July 19, 2017 - Present
SAGEPOINTE ADVISORS LLC
RIA
CRD#: 288883
Fremont, CA
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
California(7/19/2017)
IAR
Texas(9/8/2020)
Current Firm
SA
SAGEPOINTE ADVISORS LLC
SAGEPOINTE ADVISORS LLC
CRD#: 288883 / SEC#:
California
Registered Investment Advisory firm - (7/19/2017 Approved)Texas
Registered Investment Advisory firm - (12/6/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fremont, CA
Mailing Address
Phone number
(925) 289-9721
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 60,104,002 |
Red Flags
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