Samrat Singh
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- CorientJan 2025 to now
- Corient Services LLCJan 2025 to now
- Wealthspire AdvisorsNov 2020 to Jan 2025
- Cwm PartnersJun 2019 to Oct 2020
- CartaMay 2018 to May 2019
- UnemployedJan 2018 to Apr 2018
- JP MorganApr 2017 to Dec 2017
- Bank of America, N.A.Aug 2015 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 5852298
- Firm CRD
- 319448