SS
Sanjeev Sardana
from Bluepointe Capital Management, LLC
Sanjeev Sardana is a financial advisor based in California, Menlo Park,
with 30 years of experience. Sanjeev currently works for
Bluepointe Capital Management, LLC.
Sanjeev maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sanjeev Sardana works at Bluepointe Capital Management, LLC
Bluepointe Capital Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $397,634,082 of assets under management and employs about 7 people. Bluepointe Capital Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
1300 El Camino Real, Suite 100, Menlo Park, California, 94025
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