Sanjay Sachdeva

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Tax And Accounting Network Inc
  West Hills, CA
• 01/2015 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-02-15 → 2014-12-31
  Concourse Financial Group Securities, Inc.
  Chatsworth, CA
  Chatsworth, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2014 APX NUMBER OF HOURS PER WEEK: 1 HOUR APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, AND ANNUITIES; 2. NAME OF OTHER BUSINESS: TAX AND ACCOUNTING NETWORK INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAXES AND BOOKKEEPING START DATE: 10/2010 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: TAX AND BOOKKEEPING SERVICES FOR CLIENTS; 3. NAME OF OTHER BUSINESS: WORLD FITNESS SERVICES LIMITED; INVESTMENT RELATED: NO; ADDRESS: 23RD FL NO 435 TAICHUNG HARBOR RD, TAICHUNG, TAIWAN; NATURE OF BUSINESS: BOARD OF DIRECTORS; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS; 4. NAME OF OTHER BUSINESS: IT SOLUTIONS OF NORTH LA LLC; INVESTMENT RELATED: NO; ADDRESS: 24007 VENTURA BLVD SUITE 290, CALABASAS, CA 91302; NATURE OF BUSINESS: BOARD; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP SHAPE THE COMPANYS LONG TERM GOALS. OVERSEE THE COMPANY'S FINANCIAL PERFORMANCE. APPROVE MAJOR INITIATIVES SUCH AS MERGERS, ACQUISITIONS AND SIGNIFICANT CAPITAL EXPENDITURES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-12
• S63 Uniform Securities Agent State Law Examination
  1996-03-21

Designations

• Certified Financial Planner

Other Names

• Sanjay Vicksburg Sachdeva