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Sandeep Varma is a registered investment advisor, based in San Diego, CA, with 35 years of industry experience.
Location
5435 Oberlin Dr., Suite 200, San Diego, CA, 92121
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2024Settled
Regulatory
January 2018Final
Regulatory
March 1999Final
Other Business ActivitiesSells Insurance
Sandeep is involved in several business activities, including serving as President of ATS Advanced Trustee Strategies Inc. and Sandeep Varma Wealth Strategies, LLC, as well as owning Varma Insurance Marketing Strategies, which processes life insurance, and acting as an insurance agent for Avantax. He also dedicates minimal time to public speaking, software development, and assisting terminally ill patients with life settlements.
Employment History
Current Registrations
The Leaders Group, INC.
January 2026 - Present · 4 mos
The Leaders Group, INC.Broker
January 2026 - Present · 4 mos
Ats Wealth Management
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
September 2025 - January 2026 · 4 mos
Cetera Investment Advisers LLC
September 2025 - January 2026 · 4 mos
Avantax Investment Services, INC.Broker
May 2022 - September 2025 · 3 yrs 4 mos
Avantax Advisory Services
May 2022 - September 2025 · 3 yrs 4 mos
Fsc Securities Corporation
October 2015 - May 2022 · 6 yrs 7 mos
Fsc Securities CorporationBroker
October 2015 - May 2022 · 6 yrs 7 mos
LPL Financial LLC
December 1997 - November 2015 · 17 yrs 11 mos
LPL Financial LLCBroker
March 1995 - November 2015 · 20 yrs 8 mos
American Express Financial Advisors INC.Broker
April 1990 - March 1995 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
April 1990 - March 1995 · 4 yrs 11 mos
State Registrations2 states
CALA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.