Shivani Singh, financial advisor Stafford VA

Shivani Singh

CRD Number: 5179650
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shivani Singh (CRD# 5179650) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stafford, VA and has over 17 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America, N.a. Lorton, VA Dec 2015 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lorton, VA Dec 2015 - Current 8
Unemployed Dumfries, VA Aug 2015 - Nov 2015 < 1
Ameriprise Financial Services Inc. Woodbridge, VA Mar 2015 - Aug 2015 < 1
Pnc Bank Pittsburgh, PA Mar 2013 - Feb 2015 1
Pnc Investments Pittsburgh, PA Mar 2013 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Shivani Singh
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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