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Sardar Sheraz Iftikhar

Investment adviser representative at Arch Global Advisors, LLC
12 yearsExperience
2 statesRegistered in
$230.9MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. LPL Financial LLCJul 2025 to now
  2. Arch Global Advisors, LLCJul 2018 to now
  3. Cadaret, Grant & Co., Inc.Mar 2020 to Jul 2025
  4. Cambridge Investment Research, Inc.Jul 2018 to Mar 2020
  5. Voya Financial Advisors, Inc.Sep 2014 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Arch Global Advisors, LLC

$230.9MAssets managed
442Clients
6Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4673210
Firm CRD
297397
Advisor's SEC record (opens in a new tab)
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