Sachin Sawant (CRD# 7874651) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Sachin Sawant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2205730
Ubs Financial Services Inc.
CRD# 2854717
Eagle Strategies LLC
CRD# 6683079
Briaud Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Briaud Financial Advisors | College Station, TX | Jan 2024 - Current | < 1 |
| Fidelity Investments | Smithfield, RI | Aug 2020 - Jan 2024 | 3 |
| Fidelity Investments | Smithfield, RI | Jan 2014 - Aug 2020 | 6 |
| Infosys Ltd | Cranston, RI | Mar 2007 - Dec 2014 | 7 |
- TX
-
Total Assets Under Management705MILLIONS
-
Total Number of Accounts1,973ACCOUNTS
-
Average Account Value$357,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, FL, LA, TX
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