Investment adviser representative · Planvest Financial, Inc.
Sandeep S. Saini
CRD 8031714 · Gaithersburg, MD
At a glance
Sandeep S. Saini is an investment adviser representative with Planvest Financial, Inc. in Gaithersburg, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sandeep’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Planvest Financial, Inc.Since January 2025Gaithersburg, MD · $176M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sandeep’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.