Yuvraj Singh
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Nov 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Morgan StanleyJul 2021 to Oct 2021
- Keller Williams Preferred RealtyApr 2021 to Jun 2022
- Ripple MatchJan 2021 to May 2021
- University of North Carolina Physicians NetworkJun 2019 to Aug 2019
- University of North Carolina At CharlotteAug 2018 to May 2022
- Taylor Family YmcaMar 2018 to Dec 2020
- Green Hope High SchoolAug 2017 to May 2018
- Oak Hall High SchoolOct 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7403044
- Firm CRD
- 7691