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Akhil K

Series 63, Series 66

New York, NY

ARCH Global Advisors, LLC

Akhil Kumar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Voya Financial Advisors. Kumar is involved in multiple business activities related to investment advisory and insurance. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering ERISA 3(38) fiduciary services and utilizing options, margin, and derivative strategies as needed.

Options & derivatives strategies
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Sardar I

Series 63, Series 66

New York, NY

ARCH Global Advisors, LLC

Sardar Iftikhar is a financial advisor at ARCH Global Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily using ETFs, individual equities, and mutual funds, with a long-term investment approach that incorporates tactical rebalancing and the use of options and margin in separately managed accounts.

Options & derivatives strategies
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Frank D

Series 63, Series 65

New York, NY

ARCH Global Advisors, LLC

Frank Davidson is a financial advisor at ARCH Global Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc. and Prudential Financial Planning Services. Outside of advisory work, he is involved in insurance sales and related activities. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses customized portfolios with ETFs, equities, and mutual funds, and may utilize options and margin to pursue specific objectives.

Options & derivatives strategies
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Thomas A

Series 66

New York, NY

ARCH Global Advisors, LLC

Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.

Options & derivatives strategies
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Michael S

Series 63, Series 66

New York, NY

ARCH Global Advisors, LLC

Michael Selvitella is a financial advisor with ARCH Global Advisors, LLC in New York, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, TIAA-CREF, and LPL Financial. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using ETFs, individual equities, and mutual funds, employing a long-term approach with tactical rebalancing, and uniquely incorporates options and margin strategies in separately managed accounts.

Options & derivatives strategies
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Cary C

CFP®, ChFC®, Series 63

St. Augustine, FL

ARCH Global Advisors, LLC

Cary Cowan Sr. is a CFP® and ChFC® with over 53 years of experience in the financial industry. He currently serves at ARCH Global Advisors, LLC and previously held roles at LPL Financial, Cadaret Grant & Co., Inc., and Next Financial Group Inc. Outside of his advisory work, Cary is involved as an author and business owner of Lifetime Financial Strategies, LLC. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm takes a long-term, customized approach to portfolio construction using ETFs, equities, mutual funds, and occasionally options and margin.

Options & derivatives strategies
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