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SP

Sameer D. Parab

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CRD#: 4856208
SP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sameer D Parab, who also goes by Sameer Dattatray Parab, was a registered financial professional .

Sameer is a previously registered financial professional and started their career in finance in 2004. Sameer had worked at 4 firms and has passed the Series 63, Series 3, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sameer Dattatray Parab

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.
Auxano Worldwide LLC. The business is NOT investment related. The business provides training classes and self-development material for sales and leadership development across many industries mostly for small and medium sized businesses. I am purely an investor partner in the business and do not play any active role in the day to day management of the business. I do not devote any hours to the business during securities trading hours. My role is more as a strategic long term investor.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 15, 2021 - March 18, 2022

AUXANO CAPITAL, LLC

RIA
CRD#: 311917
Winnetka, IL
Past

August 5, 2013 - November 20, 2014

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

September 4, 2007 - August 5, 2013

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
SAN FRANCISCO, CA
Past

November 25, 2004 - July 26, 2007

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
SAN FRANCISCO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/13/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AUXANO CAPITAL, LLC
AUXANO CAPITAL, LLC | AUXANO EQUITY STRATEGIES, LLC

CRD#: 311917 / SEC#:

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Contact information


Main Address
Chicago, IL
Mailing Address
Phone number
(650) 759-8432
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 22,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


AUXANO CAPITAL, LLC

CRD#: 311917

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