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Gaurav Sahni

Estee Advisors LLC

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About Gaurav Sahni

Gaurav Sahni is an Investment Advisor Representative with Estee Advisors LLC. Gaurav Sahni is registered with the state of New Jersey and Florida as an Investment Advisor Representative. Gaurav Sahni has been in the industry since 2013. Gaurav Sahni has a Series 65 license. Gaurav Sahni specializes in portfolio management for individuals and pooled investment vehicles. Gaurav Sahni is also a principal of Estee Brokerage LLC.

Firm Information

Gaurav Sahni is currently registered with Estee Advisors LLC. Estee Advisors LLC is an investment advisor with 3 investment advisory functions and manages approximately $70.33 million in assets. They offer portfolio management services for individuals and pooled investment vehicles. The firm has 2 investment adviser representatives. They primarily work with pooled investment vehicles (3 clients, $70.01 million), high net worth individuals (1 client, $119,536), and corporations/businesses (1 client, $200,494).

$70.33M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gaurav Sahni’s Registration & Firm History

NJ

01/01/2025 - Present

Estee Advisors LLC (SHORT HILLS NJ)

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Licenses & Designations

IA

Issued 06/13/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gaurav Sahni.
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