Samrat Singh

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-02-20

Branch Locations

101 Park Avenue Suite 3100, New York, NY 10178 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Princeton	NJ	08/2015	04/2017
Bank Of America, N.A.	Princeton	NJ	08/2015	04/2017
Wealthspire Advisors	New York	NY	11/2020	01/2025
Jp Morgan	Greenwich	CT	04/2017	12/2017
Unemployed	New York	NY	01/2018	04/2018
Carta	New York	NY	05/2018	05/2019
Cwm Partners	New York	NY	06/2019	10/2020
Corient Services Llc	Miami	FL	01/2025	Present
Corient	New York	NY	01/2025	Present

08/2015 → 04/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
08/2015 → 04/2017

Bank Of America, N.A.

Princeton, NJ
11/2020 → 01/2025

Wealthspire Advisors

New York, NY
04/2017 → 12/2017

Jp Morgan

Greenwich, CT
01/2018 → 04/2018

Unemployed

New York, NY
05/2018 → 05/2019

Carta

New York, NY
06/2019 → 10/2020

Cwm Partners

New York, NY
01/2025 → Present

Corient Services Llc

Miami, FL
01/2025 → Present

Corient

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-30
S66	Uniform Combined State Law Examination	2016-02-11
S63	Uniform Securities Agent State Law Examination	2011-01-07

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