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Samrat Singh

Wealthspire Advisors

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About Samrat Singh

Samrat Singh is a financial advisor at Wealthspire Advisors. Samrat has been in the financial services industry since 2010. Samrat has experience at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Newport Coast Securities, Inc. Samrat is a registered Investment Advisor in New York.

Firm Information

Samrat Singh is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samrat Singh’s Registration & Firm History

NY

12/01/2021 - Present

Wealthspire Advisors (NEW YORK NY)

NJ

11/03/2015 - 03/24/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

NY

12/15/2010 - 08/05/2011

NEWPORT COAST SECURITIES, INC. (JERICHO NY)

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Licenses & Designations

IA

Issued 11/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samrat Singh.
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