GS
Gaurav Sahni
ESTEE ADVISORS LLC
Short Hills, NJ 07078
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CRD#: 7460457
GS
Professional summary
Gaurav Sahni is a registered financial advisor currently at ESTEE ADVISORS LLC located in Short Hills, New Jersey.
Gaurav is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gaurav has worked at 1 firm and has passed the Series 65 exam.
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.
Mr. Sahni has been employed with Estee Capital LLC since 2013 as the head of Asset Management and Global Business Development. Mr. Sahni is also a principal of Estee Brokerage LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Gaurav Sahni's 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®
NoneExperience
Current
June 21, 2022 - Present
ESTEE ADVISORS LLC
Office #1: 830 Morris Turnpike Suite 483, Short Hills, NJ 07078RIA
CRD#: 317094
Short Hills, NJ
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
Florida(9/29/2022)
IAR
New Jersey(6/21/2022)
Current Firm
EA
ESTEE ADVISORS LLC
ESTEE ADVISORS LLC
CRD#: 317094 / SEC#:
Florida
Registered Investment Advisory firm - (9/29/2022 Approved)New Jersey
Registered Investment Advisory firm - (6/20/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
830 Morris Turnpike Suite 483, Short Hills, NJ 07078
Mailing Address
Phone number
(973) 912-9797
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 12,450,976 |
Red Flags
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