Jay Taparia
Sanskar Advisors · Nyack, New York
Jay Taparia is a fee-only financial advisor at Sanskar Advisors in Nyack, New York, who holds the CFA credential. Jay focuses on retirement planning. Sanskar Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sanskar Advisors |
|---|---|
| Based in | Nyack, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.9M across 280 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, NY · CRD 2999590 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sanskar.com |
How Jay's firm compares
- Sanskar Advisors's average account is about $171,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Jay
Is Jay Taparia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Sanskar Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Sanskar Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Taparia based?
Jay Taparia is based in Nyack, New York.
What does Jay specialize in?
Jay's specialties include retirement planning.
What credentials does Jay Taparia hold?
Jay Taparia holds the CFA credential.
Is Jay Taparia registered with the SEC?
Yes. Jay Taparia is registered as an investment adviser representative in IL and NY (CRD 2999590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sanskar Advisors manage?
Sanskar Advisors reports $47.9M across 280 accounts in assets under management.
How do I contact Jay Taparia?
Through Jay's website, www.sanskar.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sanskar Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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