Invested Better
Unclaimed

Unclaimed

Unclaimed

Sanjana Singh

Waystone Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sanjana? Claim Your Profile

About Sanjana Singh

Sanjana Singh is a registered investment advisor representative associated with Waystone Advisors LLC. Sanjana has been in the industry since July 2020 and has successfully passed the Uniform Combined State Law Examination. Sanjana is a dedicated professional committed to providing personalized financial guidance and helping clients achieve their investment goals.

Firm Information

Sanjana Singh is currently registered with Waystone Advisors LLC. Waystone Advisors LLC is an independent Registered Investment Advisor (RIA) headquartered in with approximately $111 million in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Waystone Advisors LLC has two licensed agents and two investment adviser representatives.

$111.02M

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sanjana Singh’s Registration & Firm History

WA

01/17/2025 - Present

Waystone Advisors LLC (REDMOND WA)

Not sure if Sanjana Singh is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sanjana Singh.
Not sure if Sanjana Singh is right for you?