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5 advisors near New York, NY
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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.
Sardar I
Series 63, Series 66
New York, NY
ARCH Global Advisors, LLC
Sardar Iftikhar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. He provides investment advisory services through ARCH Global Advisors, where he has been active since 2018. ARCH Global Advisors offers 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 utilizing options, margin, and derivative strategies as needed.
Paris R
Series 66
New York, NY
ARCH Global Advisors, LLC
Paris Riha is a financial advisor at ARCH Global Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Cadaret Grant & Co., Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. 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 may incorporate options and margin strategies.
Raymond S
Series 66
New York, NY
ARCH Global Advisors, LLC
Raymond Speerbrecker is a financial advisor with ARCH Global Advisors, LLC in New York, NY, holding a Series 66 designation. He has been with Arch Global Advisors and LPL Financial since 2024 and has experience in various roles including education and construction. He has also worked with nonprofit organizations and educational institutions such as Manhattanville University and Tunnels To Towers. 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 utilizing ETFs, individual equities, and mutual funds, and offers ERISA 3(38) fiduciary services for plan sponsors.
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.
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5 advisors near New York, NY
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