Kulvinder Kaur
Kulvinder Kaur is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
100 Campus Dr, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kulvinder is a passive LLC owner of Dignity in Golden Years, owns an apartment in India through Supertech, and is a general partner in Singh Management LLC, a consulting company for a pharmacy business, dedicating minimal time to each. Kulvinder is also a silent partner in Singh City LLC, owning and renting premium cars, and is on the Delbarton Fund Committee and a board member for India Heritage Center, spending a few hours per week on the latter.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Norfolk Markets, LLCBroker
Swiss Re Capital Markets CorporationBroker
State Registrations14 states
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