Alyzain M Lakdawala
Investment adviser representative at Sage Mountain Advisors, LLC
11 yearsExperience
1 stateRegistered in
$4.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sage Mountain Advisors, LLCOct 2019 to now
- Strategic Blueprint, LLCMay 2018 to Sep 2019
- Al PropertiesMay 2016 to Mar 2018
- University of GeorgiaAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sage Mountain Advisors, LLC
$4.3BAssets managed
193Clients
21Advisers
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
- 6961215
- Firm CRD
- 298593