Sandesh Arles
Investment adviser representative at Strive Financial Group, LLC
16 yearsExperience
1 stateRegistered in
$246.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Strive Financial Group, LLCApr 2026 to now
- Elevated Financial GroupJan 2026 to Feb 2026
- Strive Financial Group, LLCDec 2025 to Jan 2026
- Valeo Financial Advisors, LLCMar 2024 to Nov 2025
- Charles Schwab BankDec 2012 to Feb 2024
- Charles Schwab & Co., IncJun 2010 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IN).
Strive Financial Group, LLC
$246.7MAssets managed
769Clients
11Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5810431
- Firm CRD
- 333298