Omid Sanie is a registered investment advisor at United Brokerage Services INC, based in Mclean, VA, with 12 years of industry experience. Omid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.
Location
1320 Old Chain Bridge Road, Mclean, VA, 22101-3930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
State Registrations18 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.