UBS Financial Services
43yrs
Top advisor by experience in Sherman Oaks
31yrs
Sameer Ferrell
Financial advisor at Advice and Planning Services
Based in Sherman Oaks, California, Sameer Ferrell is a fiduciary financial advisor with 31 years of industry experience. Sameer has been with Advice and Planning Services since 2026; before that, Sameer spent four years at RBC Securities and four years at Comerica Securities. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 180 advisors with offices in Sherman Oaks, and one of 155 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 6% by experience at Advice and Planning Services
Office15233 Ventura Blvd 5th Floor, Sherman Oaks, CA 91403
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – now
- 2021 – 2026RBC Securities, Inc.Previously
- 2017 – 2021Comerica SecuritiesPreviously
- 2014 – 2016MerrillPreviously
- Jan 2014 – Nov 2014Morgan StanleyPreviously
Contact Sameer
(212) 490-9000Firm headquarters in New York, NY. Ask for Sameer. 15233 Ventura Blvd 5th FloorSherman Oaks, CA 91403Office · Get directions Facebook pageAdvice and Planning Services
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Questions to ask Sameer
Tailored to Sameer’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sameer
How do I contact Sameer?
Call Advice and Planning Services at (212) 490-9000 and ask for Sameer Ferrell. Sameer works from the Sherman Oaks, CA office.
How long has Sameer been a financial advisor?
Sameer has been in the industry since 1996, about 31 years. Top 6% by experience at Advice and Planning Services.
What licenses does Sameer hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sameer a fiduciary?
Sameer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sameer paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Sameer for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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