Sanjeev Kumar Subnani
Professional Summary
Sanjeev Kumar Subnani, who also goes by Sanjeev Kumar Subnani, Sanjeev Subnani, Sanju Subnani, is a registered financial advisor currently at SUBNANI INVESTMENT RESEARCH, LLC located in Leander, Texas. Sanjeev is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sanjeev has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sanjeev Kumar Subnani, Sanjeev Subnani, Sanju Subnani
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
K.S.I.G. | SUBNANI, SANJEEV KUMAR | SUBNANI INVESTMENT RESEARCH, LLC | NORTH ADVISOR GROUP | KSIG | KRUPEN & SUBNANI INVESTMENT GROUP, LLC
Contact Information
Main Address
Leander, TXMailing Address
9600 Great Hills Trail Suite 150w, Austin, TX 78759Phone Number
(361) 562-8474# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
33AUM (Assets Under Management)
$20,434,200Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/17/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Sanjeev Kumar Subnani's CRS (Customer Relationship Summary).
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