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Sanjan [no Middle Name] Dhody

BLUE INVESTMENT MANAGEMENT, LLC·MIAMI BEACH, Florida
SIE, Series 7, Series 63, Series 65Clean record13 years registeredBLUE INVESTMENT MANAGEMENT, LLC
2340 COLLINS AVENUE, MIAMI BEACH, FL 33139CRD# 2786357Firm CRD# 318610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sanjan [no Middle Name] Dhody · MIAMI BEACH, FL
Registration
CRD #2786357 · BLUE INVESTMENT MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

Jul 2022present
Sep 2016Jun 2022
Miami, FL
Jun 2013Sep 2016
MIAMI, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 4, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE INVESTMENT MANAGEMENT, LLC
CRD 318610 · SEC 801-123591
AUM
$231M
Regulatory assets under management
Employees
3
19 client accounts
Services offered by BLUE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Sanjan [no Middle Name] Dhody offer?
Sanjan [no Middle Name] Dhody specializes in Financial Planning, Investment Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Sanjan [no Middle Name] Dhody's credentials?
Sanjan [no Middle Name] Dhody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sanjan [no Middle Name] Dhody located?
Sanjan [no Middle Name] Dhody is based in MIAMI BEACH, Florida, working with BLUE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Sanjan [no Middle Name] Dhody charge for services?
Sanjan [no Middle Name] Dhody's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE INVESTMENT MANAGEMENT, LLC?
BLUE INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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