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GS

Gagan D. Singh

SMARTCOURSE ADVISORY
MOORPARK, CA
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CRD#: 5463113
GS

Professional summary


Gagan Deep Singh, who also goes by Gagan Singh, is a registered financial advisor currently at SMARTCOURSE ADVISORY, LLC located in Moorpark, California.

Gagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Gagan has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gagan Singh

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) CogniAI Labs Inc.; Moorpark, CA; non-inv related, President/CEO, AI consulting, start 01/2025; 5 hours per month spent; 5 hours per month spent during trading hours. 2) New Trends Investments Inc.; Moorpark, CA; Non-investment Related; President/CEO; Research, Software & Product Consultancy; Started 08/2016; 80 hours per month spent; 80 hours per month spent during trading hours. 3) Thinkjr Inc.; Moorpark, CA; non-inv related; CEO; children's content, media and consumer discretionary products company; start 01/2021; 10 hours per month spent; 0 hours per month spent during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gagan Deep Singh'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®
None

Experience


Current

March 6, 2025 - Present

SMARTCOURSE ADVISORY, LLC

RIA
CRD#: 334957
MOORPARK, CA
Past

October 27, 2022 - February 13, 2023

NEW TRENDS INVESTMENT CLUB LLC

RIA
CRD#: 323484
MOORPARK, CA
Past

August 11, 2020 - October 13, 2020

NEW TRENDS INVESTMENT CLUB LLC

RIA
CRD#: 309723
MOORPARK, CA
Past

July 30, 2009 - July 27, 2012

ENVESTNET PMC

RIA
CRD#: 111694
CHICAGO, IL
Past

April 7, 2008 - May 23, 2008

SINGH ASSET MANAGEMENT, LLC

RIA
CRD#: 145945
SIMI VALLEY, CA

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
(3/6/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/1/2018
Uniform Investment Adviser Law Examination

Current Firm


SA
SMARTCOURSE ADVISORY, LLC
SMARTCOURSE ADVISORY LLC | SMARTCOURSE ADVISORY, LLC

CRD#: 334957 / SEC#:

California
Registered Investment Advisory firm - (3/6/2025 Approved)
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Contact information


Main Address
Moorpark, CA
Mailing Address
Phone number
(818) 692-1713
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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

Company Information


SMARTCOURSE ADVISORY, LLC

CRD#: 334957Moorpark, CA

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