IS
Inderjit Samra
ADVISORY SERVICES NETWORK
Princeton, NJ 08540
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CRD#: 5658666
IS
Professional summary
Inderjit Samra, who also goes by Inderjit Singh Samra, Indy Samra, is a registered financial advisor currently at ADVISORY SERVICES NETWORK located in Princeton, New Jersey.
Inderjit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Inderjit has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Inderjit Singh Samra | Indy Samra
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.
NAME OF OUTSIDE BUSINESS: RENTAL PROPERTY FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT INVESTMENT RELATED: N ADDRESS OF BUSINESS:162 ROBERTSVILLE RD, FREEHOLD, NJ 07728 NATURE OF BUSINESS: RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER/LANDLORD START DATE OF RELATIONSHIP: 11/01/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COLLECTING RENT. NAME OF OUTSIDE BUSINESS ORGANIZATION: SAMRA FINANCIAL GROUP FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ONE WORLD TRADE CENTER, 85TH FLOOR, NEW YORK, NY 10007 NATURE OF BUSINESS: LIFE INSURANCE, LTC AND FIXED ANNUITY SALES POSITION, TITLE, ASSOCIATION: INDEPENDENT INSURANCE AGENT START DATE OF RELATIONSHIP: 08/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: INSURANCE SALES AND SERVICE NAME OF OUTSIDE BUSINESS: RENTAL PROPERTY FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT INVESTMENT RELATED: N ADDRESS OF BUSINESS:17 HIGHROAD CIR, BELLINGHAM, WA 98229 NATURE OF BUSINESS: RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 01/01/2008 NUMBER OF HOURS DEVOTED: 0 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY, MAINTAINED AND MANAGED BY PROPERTY MANAGEMENT COMPANY. NAME OF OUTSIDE BUSINESS ORGANIZATION: PUNJABI CHAMBER OF COMMERCE, NJ CHAPTER FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT INVESTMENT RELATED: NO NATURE OF BUSINESS: NON-PROFIT GROUP WHOSE GOAL IS TO UNITE INDIAN PUNJABI THROUGH COMMERCE AND COOPERATION. POSITION, TITLE, ASSOCIATION: CO - LEAD START DATE OF RELATIONSHIP: 12/2018 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: PROMOTE BUSINESS WITHIN THE INDIAN PUNJABI COMMUNITY NAME OF OUTSIDE BUSINESS ORGANIZATION: Crytpo Asset Rating Inc. INVESTMENT RELATED: NO NATURE OF BUSINESS: POSITION, TITLE, ASSOCIATION: Corporate Advisor START DATE OF RELATIONSHIP: 1/15/2021 NUMBER OF HOURS DEVOTED: 3 per month NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 HRS Crypto Asset Rating Inc. (or "CAR") is dedicated to bringing transparency and credibility in the crypto space through a robust and structured rating system for the crypto assets. CAR aims to offer in-depth research analysis and insights and research so investors can make informed decisions. NAME OF OUTSIDE BUSINESS ORGANIZATION: New Jersey Blockchain Council INVESTMENT RELATED: NO NATURE OF BUSINESS: Advocation Group POSITION, TITLE, ASSOCIATION: Corporate Advisor START DATE OF RELATIONSHIP: 6/3/2022 NUMBER OF HOURS DEVOTED: 2 per month NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 HRS New Jersey Blockchain Council engages regulators, business leaders and global change-makers and advocate for constructive public policy. NAME OF OUTSIDE BUSINESS ORGANIZATION: Office of Homeland Security & Preparedness: Interfaith Advisory Council (IAC) Executive Committee (ExComm) INVESTMENT RELATED: NO NATURE OF BUSINESS: Advocation Group POSITION, TITLE, ASSOCIATION: Executive Committee Member START DATE OF RELATIONSHIP: 8/16/2022 NUMBER OF HOURS DEVOTED: 1 per month NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 HRS The IAC ExComm will consist of a small working group, representing all the major religions, to provide an efficient service to the Interfaith Community. NAME OF OUTSIDE BUSINESS ORGANIZATION: Budget Cellular Service MVNO INVESTMENT RELATED: NO NATURE OF BUSINESS: A telecom, Web3 and AI business POSITION, TITLE, ASSOCIATION: Corporate Advisor START DATE OF RELATIONSHIP: 05/04/2025 NUMBER OF HOURS DEVOTED: 4 per month NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 HRS Duties and obligations include researching and identifying relevant grant opportunities in telecom, Web3, AI, and minority business programs.
CRS (Client Relationship Summary) - RIA
Click below to view Inderjit Samra'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®
NoneExperience
Current
July 19, 2016 - Present
ADVISORY SERVICES NETWORK
Office #1: 100 Overlook Center Suite 303, Princeton, NJ 08540RIA
CRD#: 146051
Princeton, NJ
Past
July 31, 2014 - March 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RED BANK, NJ
Past
July 30, 2014 - March 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RED BANK, NJ
Past
October 1, 2012 - October 25, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
October 1, 2012 - October 25, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
February 11, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NEW YORK, NY
Past
February 11, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NEW YORK, NY
Past
June 15, 2009 - November 20, 2009
EDWARD JONES
RIA
CRD#: 250
UNION CITY, NJ
Past
June 2, 2009 - November 20, 2009
EDWARD JONES
BD
CRD#: 250
UNION CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ADVISORY SERVICES NETWORK
4P WEALTH TRUST | REIDER CAPITAL MANAGEMENT | REAGAN WEALTH | REAGAN HOLLOWAY | RB WELBORN FINANCIAL | R. MEIER WEALTH MANAGEMENT | PRS INVESTMENT ADVISORS | PROVIDENCE WEALTH MANAGEMENT | PRIVATE RIDGE WEALTH MANAGEMENT | PRIVATE CLIENT GROUP | POPLE INVESTMENT MANAGEMENT | PLATINUM WEALTH ADVISORS | PIPER WEALTH MANAGEMENT | PINNACLE FINANCIAL SOLUTIONS | PFLEGER FINANCIAL SERVICES | PARO WEALTH MANAGEMENT | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT...
CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - (2/16/2010 Approved)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
New Jersey(7/19/2016)
IAR
New York(4/6/2021)
IAR
Texas(1/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ADVISORY SERVICES NETWORK
4P WEALTH TRUST | REIDER CAPITAL MANAGEMENT | REAGAN WEALTH | REAGAN HOLLOWAY | RB WELBORN FINANCIAL | R. MEIER WEALTH MANAGEMENT | PRS INVESTMENT ADVISORS | PROVIDENCE WEALTH MANAGEMENT | PRIVATE RIDGE WEALTH MANAGEMENT | PRIVATE CLIENT GROUP | POPLE INVESTMENT MANAGEMENT | PLATINUM WEALTH ADVISORS | PIPER WEALTH MANAGEMENT | PINNACLE FINANCIAL SOLUTIONS | PFLEGER FINANCIAL SERVICES | PARO WEALTH MANAGEMENT | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT...
CRD#: 146051 / SEC#: 801-71112
RIA
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Contact information
Main Address
900 Ashwood Parkway Suite 500, Atlanta, GA 30338
Mailing Address
Phone number
(770) 352-0449
Established
Firm type
Fiscal year end
# of Employees
215
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,513 |
| AUM (Assets Under Management) | $ 8,619,812,562 |
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
ADVISORY SERVICES NETWORK
CRD#: 146051Princeton, NJ 08540TRUST BUT VERIFY
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