Sandeep Dutta Email & Phone Number
Financial Advisor @ TD PRIVATE CLIENT WEALTH LLC
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Sandeep Dutta Location
- New York, NY, US
Sandeep Dutta Work
- Financial Advisor @ (April 2025 - Present)
- V.P. Financial consultant @ (January 2022 - January 2025)
- VP, Financial Consultant @ (April 2020 - January 2022)
- Branch Manager @ (March 2018 - April 2020)
- Branch Manager @ (February 2017 - April 2020)
- Manager, Domestic Investment Services @ UNFCU Financial Advisors, LLC. (October 2015 - December 2016)
- Branch Manager @ (February 2005 - October 2015)
- Broker @ (January 1994 - January 1995)
Sandeep Dutta Skills
- Series 7
- Series 63
- Wealth Management
- Mutual Funds
- Retirement Planning
- Uniform Combined State Law
- Securities
- Asset Allocation
- Investment Advisory
- Investments
- Portfolio Management
- Strategic Financial Planning
- FINRA
- Equities
- Investment Strategies
- Stocks
- ETFs
- High Net Worth Individuals
- Trading
- Microsoft Office
- First Time Home Buyers
- Management
- Sellers
- Financial Analysis
- Buyer Representation
- Leadership
Sandeep Dutta Summary
- Sandeep Dutta, based in New York, NY, US, is currently a Financial Advisor at TD PRIVATE CLIENT WEALTH LLC. Sandeep Dutta brings experience from previous roles at Charles Schwab, TD Ameritrade and Scottrade. With a robust skill set that includes Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning and more. Sandeep Dutta has 1 emails and 1 mobile phone numbers on RocketReach.
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