Sandeep Tyagi, financial advisor Monteverde FL

Sandeep Tyagi

CRD Number: 7447897
Current Firm: Estee Advisors LLC

Sandeep Tyagi (CRD# 7447897) is an Investment Advisor Representative working at Estee Advisors LLC in Monteverde, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Estee Capital LLC Milburn, NJ Sep 2011 - Current 12
Estee India Gurgaon, Jun 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2022
Contact Info for Sandeep Tyagi
Phone Number: 973-912-9797
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    70
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $14,066,937
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, NJ

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