David S Sandhu
Investment adviser representative at Eversource Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$5.1BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Eversource Wealth Advisors, LLCDec 2023 to now
- L3 Harris CorporationJun 2021 to now
- Elle Properties, LLCDec 2017 to now
- Wise Wealth, LLCOct 2018 to Dec 2023
- Fathom RealtyAug 2018 to Dec 2021
- Kenneth Copeland Bible CollegeJan 2018 to Mar 2018
- Exp RealtyOct 2017 to Aug 2018
- Lockheed MartinJul 2017 to Aug 2019
- Kelle Williams RealtyOct 2015 to Sep 2017
- Space Exploration TechnologiesMar 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 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
- 7034863
- Firm CRD
- 286340