Samir Sinha
Investment adviser representative at Stavis Wealth Transfer Solutions
11 yearsExperience
1 stateRegistered in
CFADesignation
$148.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stavis Wealth Transfer Solutions, LLCMar 2025 to now
- Franklin TempletonApr 2018 to Mar 2025
- Post Oak Private Wealth AdvisorsJul 2017 to Mar 2018
- Sinsonte Capital ManagementMar 2015 to Jul 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stavis Wealth Transfer Solutions
Legal name: Stavis Wealth Transfer Solutions, LLC
$148.1MAssets managed
21Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2925368
- Firm CRD
- 328185