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Alyzain M Lakdawala

Sage Mountain Advisors, LLC

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About Alyzain M Lakdawala

Alyzain Lakdawala is an investment advisor representative with Sage Mountain Advisors, LLC. Alyzain has a Series 65 license and has been in the industry since 2019. Alyzain has been working in the financial services industry since 2019, and has experience in various roles. Alyzain has a specialization in financial planning, portfolio management, and selection of other advisors. Sage Mountain Advisors, LLC is a registered investment advisor firm with a focus on providing financial advice and portfolio management services to individuals and families. The firm has a strong focus on ethical and responsible investing and is committed to providing personalized and comprehensive financial solutions to their clients.

Firm Information

Alyzain Lakdawala is currently registered with Sage Mountain Advisors, LLC. Sage Mountain Advisors, LLC is an investment advisor based in Atlanta, Georgia. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm primarily manages assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles, managing approximately $2.19 billion in assets.
Sage Mountain Advisors, LLC

945 EAST PACES FERRY ROAD NE

ATLANTA, GA 30326

$2.19B

Assets Under Management

7

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum fees and reporting fees

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Alyzain Lakdawala’s Registration & Firm History

GA

03/06/2023 - Present

Sage Mountain Advisors, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 09/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alyzain M Lakdawala.
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