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Manjit Singh

ADVISORY SERVICES NETWORK
Ripon, CA
·CRD# 6914931·8 years experience

Professional Summary

Manjit Singh is a registered financial advisor currently at ADVISORY SERVICES NETWORK located in Ripon, California. Manjit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Manjit has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

ADVISORY SERVICES NETWORK·CRD# 146051
RIA
Ripon, CA
July 3, 2025 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Ripon, CA
March 31, 2025 - April 11, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Walnut Creek, CA
October 25, 2024 - March 31, 2025
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Walnut Creek, CA
October 8, 2024 - April 11, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Tracy, CA
June 19, 2018 - September 18, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Tracy, CA
April 26, 2018 - September 18, 2024

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Current Firm

ADVISORY SERVICES NETWORK
ADVISORY SERVICES NETWORK

4P WEALTH TRUST | PFLEGER FINANCIAL SERVICES | PARO WEALTH MANAGEMENT | PALMETTO PRIVATE WEALTH | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NOBLECREST WEALTH MANAGEMENT | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFSG WEALTH MANAGEMENT | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GOLDEN LEGACY WEALTH ADVISORS | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | FALLOWBREAK FINANCIAL PLANNING | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | DALTON WEALTH MANAGEMENT | DAKOTA WEALTH | DAHLIA FINANCIAL | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELLE VIEW WEALTH | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | AVANTIS CAPITAL MANAGEMENT | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARN WEALTH MANAGEMENT | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APIS FINANCIAL PLANNING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT | 5TH WORLD FINANCIAL ADVISORS...

CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - SEC (2/16/2010 Approved)

Contact Information

Main Address

900 Ashwood Parkway Suite 500, Atlanta, GA 30338

Phone Number

(770) 352-0449

# of Employees

268

SEC notice filing (49 States and Territories)

Registered to provide investment advisory services in 49 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASN DISCLOSURE BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

29,663

AUM (Assets Under Management)

$10,595,714,037

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: Actus Wealth Strategies, LLC dba Actus Wealth Strategies Insurance Agency Is business investment related: Yes Nature of other business: Sales of insurance Position: Insurance Agent Title, or relationship with other business: Agent Start date of relationship: February 2025 Approximate number of hours/month to other business: 20 Number of hours to other business during securities trading hours: 0 Describe duties to other business: Sales & service of insurance products (Accident & Health or Sickness, Life & Annuities) Name of other business: KPM Hospitality LLC dba Treasure Town Inn Is business investment related: No Address of other business: 2440 Casino Strip Resort Blvd Robinsonville, Ms 38664 Nature of other business: Extended stay motel Your position: Partner Title, or relationship with other business: Member Start date of relationship: April 2025 Approximate number of hours/month to other business: 4 Number of hours to other business during securities trading hours: 0 Describe duties to other business: Do not participate in daily management of business. Name of other business: Wander Enterprises LLC Is business investment related: No Address of other business: 10827 Vista Del Luna Dr, Bakersfield CA 93311 Nature of other business: Rental property Your position: Member Title, or relationship with other business: Member Start date of relationship: May 2025 Approximate number of hours/month to other business: 1 Number of hours to other business during securities trading hours: 0 Describe duties to other business: Collect rent

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ADVISORY SERVICES NETWORK
ADVISORY SERVICES NETWORK

4P WEALTH TRUST | PFLEGER FINANCIAL SERVICES | PARO WEALTH MANAGEMENT | PALMETTO PRIVATE WEALTH | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NOBLECREST WEALTH MANAGEMENT | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFSG WEALTH MANAGEMENT | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GOLDEN LEGACY WEALTH ADVISORS | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | FALLOWBREAK FINANCIAL PLANNING | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | DALTON WEALTH MANAGEMENT | DAKOTA WEALTH | DAHLIA FINANCIAL | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELLE VIEW WEALTH | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | AVANTIS CAPITAL MANAGEMENT | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARN WEALTH MANAGEMENT | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APIS FINANCIAL PLANNING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT | 5TH WORLD FINANCIAL ADVISORS...

CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - SEC (2/16/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(7/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2018About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Manjit Singh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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