Unclaimed Profile

Sanjay Chandra

TRINITY INVESTORS FUND ADVISORS, LLC·SOUTHLAKE, Texas

SIE, Series 7, Series 24, Series 63, Series 79TOCFA2 years registeredTRINITY INVESTORS FUND ADVISORS, LLC

2102 E STATE HWY 114, SOUTHLAKE, TX 76092CRD# 5512809Firm CRD# 314603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sanjay Chandra · SOUTHLAKE, TX

Registration

CRD #5512809 · TRINITY INVESTORS FUND ADVISORS, LLC · 2 years registered

Brand Profile

Not yet started

Career History

TRINITY INVESTORS FUND ADVISORS, LLC

Oct 2023 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Registration record

First registered · October 6, 2023

Years registered · 2

Professional designation · CFA

Disclosure History

2020Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRINITY INVESTORS FUND ADVISORS, LLC

CRD 314603 · SEC 801-128471

AUM

$492M

Regulatory assets under management

Employees

40 client accounts

Services offered by TRINITY INVESTORS FUND ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at TRINITY INVESTORS FUND ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sanjay Chandra offer?

Sanjay Chandra specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.

What are Sanjay Chandra's credentials?

Sanjay Chandra holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sanjay Chandra located?

Sanjay Chandra is based in SOUTHLAKE, Texas, working with TRINITY INVESTORS FUND ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does Sanjay Chandra charge for services?

Sanjay Chandra's firm is compensated through percentage of aum, other: project level carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRINITY INVESTORS FUND ADVISORS, LLC?

TRINITY INVESTORS FUND ADVISORS, LLC has approximately 4 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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