Morgan Stanley
47yrs
Top advisor by experience in New York
16yrs
Samrat Singh
Financial advisor at Corient
Samrat Singh has worked in the financial industry for 16 years and is a fiduciary financial advisor based in New York, New York. Samrat has been with Corient since 2025; before that, Samrat spent three years at Wealthspire Advisors and a year at Merrill. Corient offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 59% of advisors in New York
Office101 Park Avenue Suite 3100, New York, NY 10178
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowCorientCurrent firm
- 2021 – 2025Wealthspire AdvisorsPreviously
- Feb 2016 – Mar 2017MerrillPreviously
Contact Samrat
(305) 735-2020Firm headquarters in Miami, FL. Ask for Samrat. 101 Park Avenue Suite 3100New York, NY 10178Office · Get directions Facebook pageCorient
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Questions to ask Samrat
Tailored to Samrat’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samrat
How do I contact Samrat?
Call Corient at (305) 735-2020 and ask for Samrat Singh. Samrat works from the New York, NY office.
How long has Samrat been a financial advisor?
Samrat has been in the industry since 2011, about 16 years. More experience than 59% of advisors in New York.
What licenses does Samrat hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Samrat a fiduciary?
Samrat is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samrat paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Samrat for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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