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Samir A Murty

Orgel Wealth Management, LLC

Altoona, WI

CRD 4813635

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Employer firm

Orgel Wealth Management, LLC CRD 168219

$9.55B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Orgel Wealth Management, Llc

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-08
MN RA APPROVED 2019-10-11
TX RA APPROVED_RES 2013-10-14
WI RA APPROVED 2013-10-11
  • CA RA
    APPROVED
    Since 2023-03-08
  • MN RA
    APPROVED
    Since 2019-10-11
  • TX RA
    APPROVED_RES
    Since 2013-10-14
  • WI RA
    APPROVED
    Since 2013-10-11

Branch Locations

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orgel Wealth Management, Llc Eau Claire WI 10/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-01
  • S66 Uniform Combined State Law Examination
    2004-07-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

STEVEN JAMES HOFFMAN
David K Guild
Brenden A Cullen

Nearby Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI

More in Altoona, WI

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