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Sandesh Arles

STRIVE FINANCIAL GROUP
CARMEL, IN 46290
Some features on this profile are disabled
CRD#: 5810431
SA

Professional summary

Sandesh Arles is a registered financial advisor currently at STRIVE FINANCIAL GROUP, LLC located in Carmel, Indiana.

Sandesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Sandesh has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandesh Arles's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 30, 2026 - Present

STRIVE FINANCIAL GROUP, LLC

Office #1: 10201 N. Illinois Street Suite 325, Carmel, IN 46290
RIA
CRD#: 333298
CARMEL, IN
Past

January 28, 2026 - February 19, 2026

ELEVATED FINANCIAL GROUP

RIA
CRD#: 334353
INDIANAPOLIS, IN
Past

December 16, 2025 - February 2, 2026

STRIVE FINANCIAL GROUP, LLC

RIA
CRD#: 333298
CARMEL, IN
Past

April 2, 2024 - November 19, 2025

VALEO FINANCIAL ADVISORS, LLC

RIA
CRD#: 127132
CARMEL, IN
Past

March 27, 2024 - March 27, 2024

VALEO FINANCIAL ADVISORS, LLC

RIA
CRD#: 127132
CARMEL, IN
Past

May 30, 2012 - March 8, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Indianapolis, IN
Past

October 20, 2010 - March 8, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
STRIVE FINANCIAL GROUP, LLC
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400

RIA
Registered Investment Advisory firm - (10/30/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(4/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/29/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2010
General Securities Representative Examination

Current Firm

SF
STRIVE FINANCIAL GROUP, LLC
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400

RIA
Registered Investment Advisory firm - (10/30/2024 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10201 N. Illinois Street Suite 325, Carmel, IN 46290
Mailing Address
Phone number
(317) 590-0146
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B (6/4/2025)

Regulatory assets under management

Total Number of Accounts1,765
AUM (Assets Under Management)$ 188,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRIVE FINANCIAL GROUP, LLC

CRD#: 333298Carmel, IN 46290

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