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Sameer Bhargava

Liontree Advisors LLC

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About Sameer Bhargava

Sameer Bhargava is a financial professional with over seven years of experience in the financial industry. Sameer is currently registered with Liontree Advisors LLC in New York, NY. Prior to joining Liontree, Sameer worked at THREE OCEAN SECURITIES LLC and Citigroup Global Markets Inc. Sameer holds the Series 63, SIE and Series 79 licenses.

Firm Information

Sameer Bhargava is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Sameer Bhargava’s Registration & Firm History

NY

07/18/2023 - Present

Liontree Advisors LLC (New York NY)

NY

08/14/2018 - 08/28/2023

THREE OCEAN SECURITIES LLC (NEW YORK NY)

NY

07/25/2016 - 03/29/2018

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sameer Bhargava.
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