Sanjeet Kishore Dass
Investment adviser representative at Avestar Capital, LLC
13 yearsExperience
2 statesRegistered in
$2.1BFirm assets
9 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
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2019 to now
- Avestar Capital, LLCMar 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 to Mar 2017
- Bank of America N.A.Oct 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Avestar Capital, LLC
$2.1BAssets managed
187Clients
13Advisers
9 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
- 6343471
- Firm CRD
- 287525