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Sachin Narayan Sawant

Briaud Financial Advisors

College Station, TX

CRD 7874651

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Employer firm

Briaud Financial Advisors CRD 105638

$913M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Briaud Financial Advisors

1611 Crescent Pointe Parkway, College Station, TX 77845 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-11
  • TX RA
    APPROVED
    Since 2024-03-11

Branch Locations

1611 Crescent Pointe Parkway, College Station, TX 77845 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Briaud Financial Advisors College Station TX 01/2024 Present
Fidelity Investments Smithfield RI 08/2020 01/2024
Fidelity Investments Smithfield RI 01/2014 08/2020
  • 01/2024 → Present
    Briaud Financial Advisors
    College Station, TX
  • 08/2020 → 01/2024
    Fidelity Investments
    Smithfield, RI
  • 01/2014 → 08/2020
    Fidelity Investments
    Smithfield, RI
Designations
  • Certified Financial Planner
Other Names
  • Sachin Sawant

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRADITIONS WEALTH ADVISORS, LLC.
EDWARD JONES

Nearby Investors

ROBERT HENRY PUTZ
AMY JO SCHIELACK
DAVID JOHN RHODES

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEGE STATION, TX
TRADITIONS WEALTH ADVISORS, LLC. · COLLEGE STATION, TX
EDWARD JONES · COLLEGE STATION, TX

More in College Station, TX

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