Surbhi Singh
Investment adviser representative at Calton & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Calton & Associates, Inc.Aug 2025 to now
- UnemployedMar 2024 to Aug 2025
- Jupiter Law PartnersOct 2023 to Feb 2024
- UnemployedJun 2023 to Sep 2023
- New York University School of LawAug 2022 to May 2023
- UnemployedJun 2022 to Jul 2022
- Chambers of Balbir Singh, AsgJul 2020 to May 2022
- Chambers of Amit Anand TiwariJun 2019 to Jun 2020
- Jindal Global Law SchoolJul 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 8143338
- Firm CRD
- 20999