Gagandeep Sahni
Gagandeep Sahni is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 29 years of industry experience. Gagandeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
5405 Morehouse Drive, Suite 245, San Diego, CA, 92121
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2003Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Gagandeep is involved in several outside activities, including serving on the District Attorney's Interfaith Advisory Board, speaking at world religion classes, and acting as President for the InterReligious Council San Diego and The Sach Foundation. He also provides individual health insurance for clients, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Chatfield Dean & CO., INC.Broker
State Registrations7 states
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.