Sameer Sudame, financial advisor Coral Gables FL
90 score

Sameer Sudame

CRD Number: 5363772
Current Firm: Singer Xenos Wealth Management

Sameer Sudame (CRD# 5363772) is an Investment Advisor Representative working at Singer Xenos 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.

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Professional Designations
Company Name Location Dates Years
Schultz Financial Group Inc. Reno, NV Apr 2007 - Current 9
Self Employed Stamford, CT Apr 2004 - Current 12

Sameer Sudame has no recent exams reported.
Contact Info for Sameer J. Sudame
Phone Number: 305-443-0060
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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