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Harry Singh

22 Years of Experience
Bronx, NY
BrokerSells Insurance

Harry Singh is a registered investment advisor at Cetera Investment Advisers LLC, based in Bronx, NY, with 22 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Harry is a part-time lecturer at Lehman College, teaching students preparing for the CFP exam, and owns an accounting and tax practice since 1984, dedicating about 10-20% of his time. He is also an independent agent for United Healthcare Insurance Co, selling Medicare products, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2017 - Present · 8 yrs 7 mos
Cetera Financial Specialists LLCBroker
November 2003 - Present · 22 yrs 6 mos
State Registrations6 states
CTDCFLNCNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Harry Singh - Financial Advisor | TrueAdvisor