Amandeep Singh

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-15
CA	RA	APPROVED	2022-08-23

TX RA
APPROVED

Since 2022-09-15
CA RA
APPROVED

Since 2022-08-23

Branch Locations

2885 Bell Rd, Auburn, CA 95603 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sacramento	CA	11/2021	Present
Bank Of America	Auburn	CA	06/2018	11/2021
Unemployed	Manteca	CA	02/2018	05/2018
University Of Detroit Full Time Education	Detroit	MI	01/2016	01/2018
Bank Of America, N.A.	Sacramento	CA	02/2022	Present

11/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sacramento, CA
06/2018 → 11/2021

Bank Of America

Auburn, CA
02/2018 → 05/2018

Unemployed

Manteca, CA
01/2016 → 01/2018

University Of Detroit Full Time Education

Detroit, MI
02/2022 → Present

Bank Of America, N.A.

Sacramento, CA

Other Businesses

I*: 2089358 Entity Type: Entity For ProfitName of OBA: Preferred logisticsAddress: GRASS VALLEY, CA 95945Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 11/20/2024Number of Hours: 5 hrs wklyNumber of Hours during trading: 0 Duties: Managing one employee for delivery of freight within the USA Scheduling drivers to make freight deliveries or collect shipments and packages. I*5112272, Entity Type: Entity For Profit, Name of OBA: Preferred cargo inc, Address: Grass valley, California, 95945, Investment Related: N, Position, Title, Association: ["Officer"], Employee Start Date: 07/23/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: my role will be primarily as the owner and strategic overseer of pref cargo inc . I will be responsible for the business planning, review operations and make major operational decisions. Daily operational decisions will be managed by an experienced company manager . it is a trucking company

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-19

S66 Uniform Combined State Law Examination

2022-08-19

Other Names

Unknown Amandeep Singh
Unknown Singh

View on SEC IAPD