SA
Samir A Murty
CRD 4813635
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Orgel Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Confluence Council Inc | Officer/Director | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Orgel Wealth Management, Llc
Member & Senior Relationship Manager · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗