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Vinny Vinaayak Sanhai

Investment adviser representative at Alight Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$35.1BFirm assets
15 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Alight Financial Advisors, LLCDec 2025 to now
  2. Alight Financial Solutions, LLCDec 2025 to now
  3. LPL Enterprise, LLCOct 2024 to Dec 2025
  4. LPL Financial LLCOct 2024 to Dec 2025
  5. Wells Fargo BankJun 2024 to Oct 2024
  6. Wells Fargo SecuritiesJun 2024 to Oct 2024
  7. EquitableSep 2022 to Jun 2024
  8. Equitable Advisors, LLCSep 2022 to Jun 2024
  9. Wells Fargo Securities, LLCOct 2019 to Sep 2022
  10. The Vanguard Group, Inc.Sep 2018 to Jul 2019
  11. University of North Carolina At CharlotteJan 2015 to May 2018
  12. North Carolina National GuardJun 2014 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NC).

Alight Financial Advisors, LLC

$35.1BAssets managed
195,957Clients
65Advisers
15 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
7014060
Firm CRD
158744
Advisor's SEC record (opens in a new tab)
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