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Sangam Dahal

Worcester Advisors

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About Sangam Dahal

Sangam Dahal is a registered investment advisor representative with Worcester Advisors. Sangam has been in the industry since 2012. Sangam Dahal holds a Series 65 license and is registered in Florida and Massachusetts. Worcester Advisors provides a variety of services including financial planning and portfolio management for individuals.

Firm Information

Sangam Dahal is currently registered with Worcester Advisors. Worcester Advisors is an investment advisor that provides financial planning and portfolio management services to individuals, corporations, charitable organizations, state and municipal governments, and high-net-worth individuals. They manage approximately $103.4 million in assets for 230 clients.

$103.41M

Assets Under Management

Not reported

Total Clients

3

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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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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Sangam Dahal’s Registration & Firm History

MA

03/21/2023 - Present

Worcester Advisors (WORCESTER MA)

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Licenses & Designations

IA

Issued 03/12/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sangam Dahal.
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