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Sameer Chand

Sameer Chand

DALLAS, TX
Some features on this profile are disabled
CRD#: 4993116
Sameer Chand
Sameer Chand

Professional summary

Sameer Chand, CFP® was a registered financial advisor .

Sameer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sameer had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Biography

I believe in understanding each clients situation fully, so I we can partner in developing a financial plan that works towards their financial goals and dreams.

Aliases

None

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) SAMEER CHAND; INVESTMENT RELATED; 2600 1ST AVE. N, ST. PETERSBURG, FL 33713; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 09/2025; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) SAMEER CHAND; NON-INVESTMENT RELATED; 2600 1ST AVE. N, ST. PETERSBURG, FL 33713; TAX PREPARATION SERVICES; TAX PREPARER; 06/2026; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; TAX PREPARER.

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®
CFP®

Certified Financial Planner

Education

Michigan State University

Bachelor of Arts (BA) - Finance

2005

Experience

Current

August 7, 2026 - Present

DALLAS, TX
Past

March 31, 2025 - August 3, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DALLAS, TX
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
JUPITER, FL
Past

November 27, 2006 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NEW YORK, NY
Past

September 8, 2005 - August 3, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NEW YORK, NY

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
Texas
(8/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/11/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/6/2005
General Securities Representative Examination

Current firm

No current employment

Red Flags

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Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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