J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
31yrs
Sanjay Sachdeva
Financial advisor at Cetera Investment Advisers
Based in Los Angeles, California, Sanjay Sachdeva is a fiduciary financial advisor with 31 years of industry experience. Sanjay has been with Cetera Investment Advisers since 2023; before that, Sanjay spent 14 years at Concourse Financial Group Securities. Sanjay holds the CFP® designation.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 13% by experience in Los Angeles
Office3600 Wilshire Blvd Suite 1914, Los Angeles, CA 90010
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2001 – 2014Concourse Financial Group Securities, Inc.Previously
Contact Sanjay
Local office(213) 385-6237Ask for Sanjay. (310) 257-7880Main office · Schaumburg, IL 3600 Wilshire Blvd Suite 1914Los Angeles, CA 90010Office · Get directions
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Questions to ask Sanjay
Tailored to Sanjay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sanjay
How do I contact Sanjay?
Call Sanjay’s local office at (213) 385-6237 or the Cetera Investment Advisers main office at (310) 257-7880, and ask for Sanjay Sachdeva.
How long has Sanjay been a financial advisor?
Sanjay has been in the industry since 1996, about 31 years. Top 13% by experience in Los Angeles.
What licenses does Sanjay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sanjay a fiduciary?
Sanjay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sanjay paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sanjay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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