Roshan Kumar Singri

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2024 → 07/2024
  Merrill Lynch
  Cincinnati, OH
• 05/2023 → 07/2023
  First Merchants Bank
  Columbus, OH
• 05/2022 → 07/2022
  Larosa's Pizzeria
  Dublin, OH
• 05/2021 → 07/2021
  Mezzo Restaurant
  Dublin, OH
• 05/2020 → 07/2020
  The Bogey Bar And Grill
  Dublin, OH
• 07/2024 → 07/2025
  The Ohio State University
  Columbus, OH
• 07/2023 → 05/2024
  The Ohio State University
  Columbus, OH
• 07/2022 → 05/2023
  The Ohio State University
  Columbus, OH
• 07/2021 → 05/2022
  The Ohio State University
  Columbus, OH
• 07/2014 → 05/2020
  Dublin City Schools
  Dublin, OH
• 07/2020 → 05/2021
  Dublin Coffman High School
  Dublin, OH

Other Businesses

I*3852268 Entity Type: N/A Name of OBA: MLPF& S CUST FPO V S IRA FBO V S Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/27/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*3852267 Entity Type: N/A Name of OBA: V S TOD BENEFICIARIES ON FILE Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/27/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*3849278 Entity Type: N/A Name of OBA: V S TOD BENEFICIARIES ON FILE Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/27/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*3849275 Entity Type: N/A Name of OBA: V S TOD BENEFICIARIES ON FILE Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/27/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*3849276 Entity Type: N/A Name of OBA: V S TOD BENEFICIARIES ON FILE Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/27/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*3849277 Entity Type: N/A Name of OBA: MLPF& S CUST FPO V S RRA FBO V S Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/27/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29

Other Names

• Roshan K Singri
• Roshan Singri