Daven S. Sharma

ABUNDANCE ADVISERS

PLEASANTON, CA 94588

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CRD#: 1865424

Professional summary

Daven Samamittran Sharma, CFP®, who also goes by Dave Samamittran, Dayanand VIshwamitra Samamittran, Dayanand Samamittran, Omi Samamittran, is a registered financial advisor currently at ABUNDANCE ADVISERS located in Pleasanton, California.

Daven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Daven has worked at 9 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Samamittran | Dayanand Vishwamitra Samamittran | Dayanand Samamittran | Omi Samamittran

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Abundance Insurance Solutions, Inc.; investment related; Pleasanton, CA; Insurance services and product sales; independent insurance agent; approximately 25% of time; 06/2014. 2) Sharma & Davis CPAs; Professional Accountancy Corporation; non-investment related; Pleasanton, CA; Accounting and Tax Services; Approximately 25% of time; 06/2023. 3) Academy of Financial Planning; Non-Profit Organization; 5% of time; No conflict; 05/2016. 4) Truekarma.org; Non-Profit Organization; ; Non Inv Rel-No conflict; Board Member/Treasurer; 5% of time; 01/2023. 5) Sole Proprietor dba Davis & Company; non inv rel; Pleasanton, CA; tax consultation and ins rel services; 20% of time; 03/2017. 6) Upscale Stays LLC; inv rel; Pleasanton, CA; real estate/short term rentals; Manager; approx 1% of time; 03/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daven Samamittran Sharma's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

February 2, 2021 - Present

ABUNDANCE ADVISERS

Office #1: 5700 Stoneridge Mall Road. Suite 360, Pleasanton, CA 94588

RIA

CRD#: 310887

PLEASANTON, CA

Past

August 25, 2018 - May 17, 2019

NAYLOR & COMPANY

RIA

CRD#: 124924

Orinda, CA

Past

April 13, 2007 - October 21, 2018

ABUNDANCE ADVISERS

RIA

CRD#: 142220

SAN LEANDRO, CA

Past

October 15, 2002 - February 5, 2007

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SAN LEANDRO, CA

Past

September 27, 2002 - February 5, 2007

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SAN LEANDRO, CA

Past

August 16, 2000 - September 26, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 16, 2000 - September 26, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 16, 1988 - November 24, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

August 23, 1988 - October 25, 1988

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1988

General Securities Representative Examination

Current Firm

ABUNDANCE ADVISERS

ABUNDANCE ADVISERS | ABUNDANCE WEALTH ADVISERS LLC

CRD#: 310887 / SEC#:

California

Registered Investment Advisory firm - (2/2/2021 Approved)

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Contact information

Main Address

5700 Stoneridge Mall Road. Suite 360, Pleasanton, CA 94588

Mailing Address

Phone number

(925) 400-8333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 7,477,590

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Daven S. Sharma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daven Samamittran Sharma's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABUNDANCE ADVISERS

NAYLOR & COMPANY

ABUNDANCE ADVISERS

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

QUEST CAPITAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2022

Series 7

Date: 8/20/1988

Current Firm

ABUNDANCE ADVISERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABUNDANCE ADVISERS

TRUST BUT VERIFY

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