Samir Sinha

Employer firm

Stavis Wealth Transfer Solutions CRD 328185

$148M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ESTATE PLANNING & ADVISORY SUPERVISION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 07/2017
  Sinsonte Capital Management
  Houston, TX
• 07/2017 → 03/2018
  Post Oak Private Wealth Advisors
  Houston, TX
• 03/2025 → Present
  Stavis Wealth Transfer Solutions, Llc
  Houston, TX
• 04/2018 → 03/2025
  Franklin Templeton
  Houston, TX

Previous Registrations

• 2017-07-22 → 2018-03-19
  Post Oak Private Wealth Advisors
  Houston, TX
• 2013-09-18 → 2015-02-24
  Bok Financial Asset Management, Inc.
  Houston, TX
• 2012-05-15 → 2013-08-28
  Gci Investors
  Houston, TX
• 2004-05-26 → 2011-12-31
  Mockingbird Holdings, Llc
  Houston, TX
  Houston, TX
• 2007-04-18 → 2009-01-23
  Palantir Capital Management, Ltd.
  Houston, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-14

Designations

• Chartered Financial Analyst

Other Names

• Samir Sinha
• Samir (Nmn) Sinha