Kamaljit Singh Somal
Professional Summary
Kamaljit Singh Somal, who also goes by Somal Singh Kamaljit, is a registered financial advisor currently at DUNHILL FINANCIAL and LANSDOWNE WEALTH MANAGEMENT, LLC. Kamaljit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kamaljit has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Somal Singh Kamaljit
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Videos & Posts
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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 on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL
Contact Information
Main Address
Swan Court 11 Worple Road Unit 109, London, SW19 4JSPhone Number
+1 (561) 685-2381# of Employees
13SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1,701AUM (Assets Under Management)
$601,716,422Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL
State Registrations and Notice Filings
(5/26/2023)
(11/5/2021)
(5/26/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Kamaljit Singh Somal's CRS (Customer Relationship Summary).
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