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Sandeep Tyagi

Estee Advisors LLC

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About Sandeep Tyagi

Sandeep Tyagi is an investment advisor representative with Estee Advisors LLC. Sandeep is registered with the state of Florida and New Jersey. Sandeep has a Series 3 and a Series 65 license. Sandeep is the founder and director of Estee Capital LLC and of Estee Holding Inc. Sandeep is also a principal of Estee Brokerage LLC. Sandeep is an equity shareholder and director of SpectraMedix. Sandeep has been in the investment industry since 2008. Sandeep's firm, Estee Advisors LLC, manages assets for high net worth individuals, pooled investment vehicles, and corporations or other businesses.

Firm Information

Sandeep Tyagi 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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Sandeep Tyagi’s Registration & Firm History

FL

01/01/2025 - Present

Estee Advisors LLC (Monteverde FL)

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Licenses & Designations

IA

Issued 06/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandeep Tyagi.
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