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Sanjeev S
Series 66
Austin, TX
Subnani Investment Research, LLC
Sanjeev Subnani is a financial advisor at Subnani Investment Research, LLC in Austin, TX, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including North Advisor Group, Sagepoint Financial, and Oneamerica Securities. Outside his advisory role, he has experience in carpentry through JTMB Carpentry. Subnani Investment Research, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm uses a blend of fundamental, technical, and cyclical analysis with strategies such as core-and-satellite, value, and contrarian techniques, and offers pension consulting and educational workshops.
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