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Dev Purkayastha

ADVANCED PRACTICE ADVISORS, LLC·SAN DIEGO, California
Unclaimed Profile
12250 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 6064923Firm CRD# 154084
01

About

Dev Purkayastha is a registered financial advisor based in SAN DIEGO, California, affiliated with ADVANCED PRACTICE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ADVANCED PRACTICE ADVISORS, LLC
ADVANCED PRACTICE ADVISORS, LLC
AUM
$21M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ADVANCED PRACTICE ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6064923
Firm CRD# 154084
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dev Purkayastha offer?
Dev Purkayastha specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.
What are Dev Purkayastha's credentials?
Dev Purkayastha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dev Purkayastha located?
Dev Purkayastha is based in SAN DIEGO, California, working with ADVANCED PRACTICE ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Dev Purkayastha charge for services?
Dev Purkayastha's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCED PRACTICE ADVISORS, LLC?
ADVANCED PRACTICE ADVISORS, LLC has approximately 2 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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