Omid Heidar Sanie
Investment Adviser Representative at United Brokerage Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Omid Heidar Sanie is an investment adviser representative with United Brokerage Services Inc in Ashburn, VA, where they have been registered since 2018. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Woodbury Financial Services, Inc. and Capital ONE Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in District of Columbia, Florida, Maryland, New York, North Carolina, Virginia, and West Virginia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- District of Columbia, Florida, Maryland, New York, North Carolina, Virginia, West Virginia
- Broker:
18 states and territories
California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Texas, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital ONE Sharebuilder, Inc.Jan 2014 – Mar 2018Mclean, VA
- Sharebuilder 401kJan 2015 – Mar 2018Seattle, WA
- United Brokerage ServicesMar 2018 – no end date reportedAshburn, VA
- Woodbury Financial Services IncApr 2022 – Apr 2022Reston, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Brokerage Services Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement planning, personalized investment guidance, small business lending (including commercial real estate loans and lines of credit), and online and mobile banking options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Parkersburg, WV
- SEC file number:
- 801-80804
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at United Brokerage Services Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Omid Heidar Sanie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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