Gagan Singh is a registered investment advisor at Smartcourse Advisory, LLC, based in Moorpark, CA, with 4 years of industry experience. Gagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
SmartCourse Advisory charges $200 per hour for financial planning services.
Location
Moorpark, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gagan is the President/CEO of CogniAI Labs Inc. (AI consulting) and New Trends Investments Inc. (Research, Software & Product Consultancy), and the CEO of Thinkjr Inc. (children's content). He spends minimal time at CogniAI Labs, about half his time at New Trends Investments, and a few hours per week at Thinkjr Inc.
Employment History
Current Registrations
Smartcourse Advisory, LLC
Previous Registrations
New Trends Investment Club LLC
New Trends Investment Club LLC
Envestnet Asset Management, INC.
Singh Asset Management, LLC
State Registrations1 state
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