Sameer SudameCRD Number: 5363772
Current Firm: Singer Xenos Schechter Sosler Wealth Management
Sameer Sudame (CRD# 5363772) is an Investment Advisor Representative working at Singer Xenos Schechter Sosler Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Sameer Sudame has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Schultz Financial Group Inc.||Reno, NV||Apr 2007 - Current||11|
|Self Employed||Stamford, CT||Apr 2004 - Current||14|
Total Assets Under Management1,186MILLIONS
Total Number of Accounts2,483ACCOUNTS
Average Account Value$477,651
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, LA, MA, NC, NJ, NY, TX