Tanvi Singla
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Tanvi Singla? Claim your profile
Contact this firm
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.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Equitable Advisors, LLC.Oct 2025 to May 2026
- UnemployedMay 2025 to Oct 2025
- Kbl, LLPAug 2024 to May 2025
- Tuck Bridge Business Program, Dartmouth CollegeJul 2024 to Jul 2024
- Kbl, LLPJun 2023 to Aug 2023
- Barnard Summer Research InstituteMay 2023 to Aug 2023
- Kbl, LLPJun 2022 to Aug 2022
- Barnard CollegeSep 2021 to May 2025
- Kbl, LLPJun 2021 to Aug 2021
- Edgemont Jr/sr High SchoolSep 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8169491
- Firm CRD
- 7691