Samir Murty has been Member & Senior Relationship Manager of Orgel Wealth Management since May 2013, is a control person of the firm and directly owns between 10% and 25% of it. Samir Murty holds a BA in economics and history from the University of Wisconsin - Madison.
Orgel Wealth Management, LLC is an Altoona, WI firm with $9.55B under management, 3,976 clients and 31 advisers across 3 offices, as of its March 2026 filing.
Samir A. Murty is Senior Relationship Manager and a Principal of Orgel Wealth Management. He has over 27 years of wealth management experience and, in addition to serving individuals, leads the firm's foundation and endowment practice. He began his career as an institutional consultant at a Minnesota-based institutional investment consulting firm.
Samir Murty’s longest registration is the current one, 13 years at Orgel Wealth Management since 2013. Before joining Orgel Wealth Management in 2013, Samir Murty was registered through RBC Capital Markets, LLC.
- Orgel Wealth Management, LLCCurrent– present · 13 yearsAltoona, WI · Adviser representative · Firm CRD 168219
- RBC Capital Markets, LLC– · 9 yearsEau Claire, WI · Adviser representative · Firm CRD 31194
Professional designations
Listed by Orgel Wealth Management
- Chartered Financial Analyst®
Investment adviser representative registrations
Samir Murty is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2013; the most recent is California, in March 2023.
- CaliforniaSince 8 March 2023
- MinnesotaSince 11 October 2019
- TexasResidentSince 14 October 2013
- WisconsinSince 11 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 4 | Registered Options Principal Examination | 1 September 2006 |
| Series 53 | Municipal Securities Principal Examination | 26 May 2006 |
| Series 7 | General Securities Representative Examination | 16 September 2004 |
| Series 66 | Uniform Combined State Law Examination | 1 July 2004 |
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Samir A Murty
- CRD
- 4813635
- Firm
- Orgel Wealth Management · CRD 168219
- Role
- Member & Senior Relationship Manager
- Office
- 2420 RIVERS EDGE DRIVE, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- orgelwealth.com
Where does Samir Murty work?
Samir Murty has been Member & Senior Relationship Manager of Orgel Wealth Management, LLC since May 2013, and is a control person of the firm.
Is Samir Murty a financial advisor?
Yes. Samir Murty has a current investment-adviser registration in California, Minnesota, Texas and Wisconsin, through Orgel Wealth Management since October 2013.
How many years of experience does Samir Murty have?
Samir Murty has 22 years in the financial industry, since September 2004, across 2 adviser firms.
What exams has Samir Murty passed?
Samir Murty has passed 4 licensing exams: the Series 66, Series 7, Series 53 and Series 4. The earliest, the Series 66, was passed in July 2004.
Where is Samir Murty based?
Samir Murty’s registered office is in Altoona, WI.
Is Samir Murty registered with FINRA?
No. Samir Murty has no current broker registration.
Is Samir Murty a CFA charterholder?
Orgel Wealth Management lists Samir Murty with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Samir Murty’s record?
Search CRD 4813635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samir Murty’s full registration record.
