Sandeep Saini has been an investment adviser representative at PlanVest Financial since January 2025, and is not listed among the firm’s executive officers or direct owners.
Planvest Financial, Inc. is a Gaithersburg, MD firm with $176M under management, 309 clients and 6 advisers in one office, as of its September 2026 filing.
- Planvest Financial, Inc.Current– present · 1 yearGaithersburg, MD · Adviser representative · Firm CRD 290306
Investment adviser representative registrations
Sandeep Saini is registered as an investment adviser representative in Maryland, since January 2025.
- MarylandSince 20 January 2025
Examinations
No examinations are on Sandeep Saini’s record.
- Full name
- Sandeep Singh Saini
- CRD
- 8031714
- Firm
- PlanVest Financial · CRD 290306
- Office
- 6 MONTGOMERY VILLAGE AVENUE, SUITE 320, Gaithersburg, MD 20879
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Sandeep Saini work?
Sandeep Saini is an investment adviser representative registered through Planvest Financial, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sandeep Saini a financial advisor?
Yes. Sandeep Saini has a current investment-adviser registration in Maryland, through PlanVest Financial since January 2025.
How many years of experience does Sandeep Saini have?
Sandeep Saini has 1 year in the financial industry, since January 2025, across 1 adviser firm.
Where is Sandeep Saini based?
Sandeep Saini’s registered office is in Gaithersburg, MD.
Is Sandeep Saini registered with FINRA?
No. Sandeep Saini has no current broker registration.
How can I verify Sandeep Saini’s record?
Search CRD 8031714 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sandeep Saini’s full registration record.
