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Managing Member · SUM Zero Wealth

Sameer Chand

CRD 4993116 · Named on Form ADV at one SEC-registered adviser

At a glance

SUM Zero Wealth, an SEC-registered asset manager based in St. Petersburg, FL with $0 in regulatory assets, lists Sameer Chand on its Form ADV as Managing Member, a control person.

Firms and roles

  • SUM Zero WealthManaging MemberAsset manager · St. Petersburg, FL · $0M in regulatory assets

AtlasMembers

Sameer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James B. GersonManaging Member and Chief Compliance Officer, SUM Zero Wealth

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sameer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.