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Sunil Brett Sachdev

General Wellington Capital LLC

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About Sunil Brett Sachdev

Sunil Sachdev is a financial professional with over 20 years of experience in the industry. Sunil is currently registered with General Wellington Capital LLC and has previously held positions at firms including ALT Fund Distributors LLC, Silver Leaf Partners, LLC, M.D. Sass Securities, L.L.C., Gordon & Co., RBC Capital Markets Corporation, FIMAT USA, LLC and J.P. Morgan Securities Inc. Sunil holds Series 3, 7, and 63 licenses and the SIE designation. Sunil is a registered representative in New York.

Firm Information

Sunil Sachdev is currently registered with General Wellington Capital LLC. General Wellington Capital LLC is a Limited Liability Company formed in November 2015. The firm is registered in California, Connecticut, Florida, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Texas. It has one approved SEC registration and ten approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

Not reported

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.

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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Sunil Sachdev’s Registration & Firm History

NY

01/04/2021 - Present

General Wellington Capital LLC (NEW YORK NY)

NY

03/21/2016 - 02/21/2021

ALT FUND DISTRIBUTORS LLC (NEW YORK NY)

NY

11/21/2011 - 03/30/2016

SILVER LEAF PARTNERS, LLC (NEW YORK NY)

NY

02/10/2011 - 10/14/2011

M.D. SASS SECURITIES, L.L.C. (NEW YORK NY)

MA

06/10/2010 - 10/18/2010

GORDON & CO. (WATERTOWN MA)

NY

02/29/2008 - 06/26/2009

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

05/24/2007 - 02/29/2008

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

06/07/2001 - 05/03/2007

FIMAT USA, LLC (NEW YORK NY)

NY

03/03/1999 - 05/01/2000

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2006

Series 3 - National Commodity Futures Examination

BC

Issued 03/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sunil Brett Sachdev.
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