Inactive

Sandeep Singh Saini

Planvest Financial, Inc.

Gaithersburg, MD

CRD 8031714

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Employer firm

Planvest Financial, Inc. CRD 290306

$176M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Planvest Financial, Inc.

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-20

MD RA
APPROVED

Since 2025-01-20

Branch Locations

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Us Public Health Services / Fda	Silver Springs	MD	04/2002	09/2024
Ssi Education Dba The Goddard School	Herndon	VA	07/2014	09/2020
Planvest Financial, Inc.	Gaithersburg	MD	01/2025	Present
Retired	Herndon	VA	09/2024	01/2025

04/2002 → 09/2024

Us Public Health Services / Fda

Silver Springs, MD
07/2014 → 09/2020

Ssi Education Dba The Goddard School

Herndon, VA
01/2025 → Present

Planvest Financial, Inc.

Gaithersburg, MD
09/2024 → 01/2025

Retired

Herndon, VA

Designations

Certified Financial Planner

Other Names

Sonny Saini

View on SEC IAPD

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Nearby Investors

BRADLEY L SHERMAN

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MARGUERITA MARIA CHENG

Nearby Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD

PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD

COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD

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