Sameer Chand
CFP®Professional Summary
Sameer Chand, CFP® is a registered financial advisor currently at SUM ZERO WEALTH located in Dallas, Texas. Sameer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sameer has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Education
Michigan State University
Finance, Bachelor of Arts (BA)
Finance, Bachelor of Arts (BA)
2005
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Current Firm
SUM ZERO WEALTH | SUM ZERO WEALTH, LLC
Contact Information
Main Address
2600 1st Avenue North, St. Petersburg, FL 33713Phone Number
(212) 660-4800# of Employees
2SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
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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.
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State Registrations and Notice Filings
(8/7/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Sameer Chand's CRS (Customer Relationship Summary).
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