Omid
Sanie
United Brokerage Services, Inc
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About this Advisor
Omid Sanie is a financial advisor based in Mc Lean, Virginia, working with United Brokerage Services, Inc. Omid has previously held positions at Capital One Bank, Capital One Sharebuilder, Inc, Sharebuilder 401K, Woodbury Financial Services Inc, and United Brokerage Services. Omid has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Florida, Maryland, North Carolina, Virginia, and West Virginia. Currently, Omid is part of United Brokerage Services, Inc, which operates out of Mc Lean, Virginia. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$249,745,693
101
790
$316,134
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Omid Sanie Work History
United Brokerage Services
Woodbury Financial Services Inc
Sharebuilder 401K
Capital One Sharebuilder, Inc
Capital One Bank
Disclosures
Please visit the SEC profile of Omid Sanie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Brokerage Services Inc
Arlington, VA
Parkersburg, WV
Washington, NC
Uniontown, PA
Dunbar, WV
Mc Lean, VA
Parkersburg, WV
Lincolnton, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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