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New York, NY Office

Team
Updated today

Client AUM

$196,778,320

Clients

402

Advisors

4

Of 6 advisors across 2 offices

Location

215 Lexington Avenue, Suite 17 B

New York NY 10016

Advisors at this office

4

Advisors at this office

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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 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.

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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