Advisor at Sanskar Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sanskar Advisors, Inc.
Location
Nyack, NY 10960
Credentials
CFA®, Series 66
Industry experience
25 years
Jay Taparia is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He is the sole advisor at Sanskar Advisors, Inc., where he has worked since 2000. Taparia also has roles at Sanskar Tax Advisors, Inc. and Climate CFOs, Inc., and has been involved with New York University since 2015. Sanskar Advisors is an independent, single-adviser registered investment adviser that provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis and is affiliated with an in-house tax and accounting practice, offering integrated financial and tax services.
$0+: 1.25% per year on stock exposure $0+: 0.50% per year on cash / CD / bond / mutual fund exposure
$250 per hour for occasional advisory services
Minimum fee: $600 per year minimum annual fee
53 Hudson Avenue, Suite 231
Nyack, NY 10960
Illinois · New York
Climate CFOs, Inc.
2024 - Present (2 years)
New York University
2015 - Present (11 years)
Sanskar Tax Advisors, Inc.
2005 - Present (21 years)
Sanskar Advisors, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Yonkers, NY
Wieder Financial Corp.
CFP®, CFA®
White Plains, NY
FMD Wealth Advisors LLC
Series 63
Upper Saddle River, NJ
Wavelet Advisors
Series 63, Series 66
Katonah, NY
Brandon Hill Wealth Management, LLC
CFP®, Series 63
White Plains, NY
Financial Planning Associates, LLC
Series 63, Series 65
Rye Brook, NY
Five Factor Capital Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")