Yuvraj Singh

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-12
NC	RA	APPROVED	2023-03-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Durham	NC	08/2022	Present
Keller Williams Preferred Realty	Raleigh	NC	04/2021	06/2022
Morgan Stanley	Raleigh	NC	07/2021	10/2021
Ripple Match	Cary	NC	01/2021	05/2021
Taylor Family Ymca	Cary	NC	03/2018	12/2020
University Of North Carolina Physicians Network	Morrisville	NC	06/2019	08/2019
University Of North Carolina At Charlotte	Charlotte	NC	08/2018	05/2022
Green Hope High School	Cary	NC	08/2017	05/2018
Oak Hall High School	Gainesville	FL	10/2015	06/2017
Bank Of America, N.A.	Durham	NC	11/2022	Present

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Durham, NC
04/2021 → 06/2022

Keller Williams Preferred Realty

Raleigh, NC
07/2021 → 10/2021

Morgan Stanley

Raleigh, NC
01/2021 → 05/2021

Ripple Match

Cary, NC
03/2018 → 12/2020

Taylor Family Ymca

Cary, NC
06/2019 → 08/2019

University Of North Carolina Physicians Network

Morrisville, NC
08/2018 → 05/2022

University Of North Carolina At Charlotte

Charlotte, NC
08/2017 → 05/2018

Green Hope High School

Cary, NC
10/2015 → 06/2017

Oak Hall High School

Gainesville, FL
11/2022 → Present

Bank Of America, N.A.

Durham, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-07

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