Tanvi Singla

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2026 → Present
  Bank Of America, N.A.
  New York , NY
• 09/2021 → 05/2025
  Barnard College
  New York, NY
• 08/2024 → 05/2025
  Kbl, Llp
  New York, NY
• 07/2024 → 07/2024
  Tuck Bridge Business Program, Dartmouth College
  Hanover, NH
• 06/2023 → 08/2023
  Kbl, Llp
  New York, NY
• 05/2023 → 08/2023
  Barnard Summer Research Institute
  New York, NY
• 06/2022 → 08/2022
  Kbl, Llp
  New York, NY
• 06/2021 → 08/2021
  Kbl, Llp
  New York, NY
• 09/2015 → 06/2021
  Edgemont Jr/Sr High School
  Scarsdale, NY
• 05/2025 → 10/2025
  Unemployed
  New York, NY
• 10/2025 → 05/2026
  Equitable Advisors, Llc.
  New York, NY

Previous Registrations

• 2025-10-21 → 2026-05-07
  Equitable Advisors, Llc
  New York, NY
  New York, NY
  Scarsdale, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-21