Investment adviser representative · Boldin Advisors
Raman J. Singh
CRD 5899381 · Peoria, AZ
At a glance
Raman J. Singh is an investment adviser representative with Boldin Advisors in Peoria, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Raman’s SEC record dates to 2012, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Boldin AdvisorsSince September 2026Peoria, AZ · $0M in regulatory assets
- Singh Pwm LLCSince June 2023Phoenix, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Raman’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.