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Principal/founder · Syntax Research, Inc.

Sandeep Sharma

CRD 1721253 · Named on Form ADV at one SEC-registered adviser

At a glance

Syntax Research, Inc., an SEC-registered wealth manager based in Boca Raton, FL with $203 million in regulatory assets, lists Sandeep Sharma on its Form ADV as Principal/founder, a control person.

Firms and roles

AtlasMembers

Sandeep’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sandeep’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.