Aashka Desai Singh
Investment adviser representative at Facet
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.7BFirm assets
Are you Aashka Desai Singh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
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.
- FacetJun 2026 to now
- Summit Financial, LLCDec 2025 to Apr 2026
- FruitfulSep 2025 to Nov 2025
- N/aMay 2025 to Sep 2025
- Cresset Asset Management, LLCMay 2021 to May 2025
- Ameriprise Financial Services Inc.Oct 2017 to Apr 2021
- Robert W. Baird & Co. IncorporatedAug 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 6530906
- Firm CRD
- 285961