Unclaimed Profile

Samir A Murty

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Series 4, Series 7, Series 53, Series 66Clean record21 years registeredORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 4813635Firm CRD# 168219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samir A Murty · ALTOONA, WI

Registration

CRD #4813635 · ORGEL WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ORGEL WEALTH MANAGEMENT, LLC

Oct 2013 – present

RBC CAPITAL MARKETS, LLC

Sep 2004 – Oct 2013

EAU CLAIRE, WI

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 53

Series 66

Registration record

First registered · September 17, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORGEL WEALTH MANAGEMENT, LLC

CRD 168219 · SEC 801-78284

AUM

$7.1B

Regulatory assets under management

Employees

10,031 client accounts

Services offered by ORGEL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ORGEL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Samir A Murty offer?

Samir A Murty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Samir A Murty's credentials?

Samir A Murty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samir A Murty located?

Samir A Murty is based in ALTOONA, Wisconsin, working with ORGEL WEALTH MANAGEMENT, LLC. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.

How does Samir A Murty charge for services?

Samir A Murty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORGEL WEALTH MANAGEMENT, LLC?

ORGEL WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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