Sameer Chand

SUM ZERO WEALTH | Vice President, Executive Planning Consultant

DALLAS, TX

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CRD#: 4993116

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

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) - RIA

Click below to view Sameer Chand's CRS (Customer Relationship Summary).

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

Education

Michigan State University

Bachelor of Arts (BA) - Finance

2005

Experience

Current

August 7, 2026 - Present

SUM ZERO WEALTH

RIA

CRD#: 343434

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

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)

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 66

Date: 11/21/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2005

General Securities Representative Examination

Current Firm

SUM ZERO WEALTH

SUM ZERO WEALTH | SUM ZERO WEALTH, LLC

CRD#: 343434 / SEC#: 801-137030

RIA

Registered Investment Advisory firm - (8/7/2026 120-Day Approval)

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Contact information

Main Address

2600 1st Avenue North, St. Petersburg, FL 33713

Mailing Address

Phone number

(212) 660-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUM ZERO WEALTH BROCHURE (8/7/2026)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Sameer Chand

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sameer Chand's CRS (Customer Relationship Summary).

Certified licenses

Education

Michigan State University

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2006

Series 63

Date: 10/11/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2005

Current Firm

SUM ZERO WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SUM ZERO WEALTH

TRUST BUT VERIFY

Contact information

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