SINGER WEALTH ADVISORS LLC

SINGER WEALTH ADVISORS LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 317218). Regulatory assets under management: $910.6M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (7)

NameRoleLocation
Singer EricMANAGING MEMBERNorcross, GA
Keith Eric SingerMANAGING DIRECTOR; MANAGING MEMBER
Steven Eric TrachtenbergINVESTMENT ADVISOR REPRESENTATIVE, MEMBER
Caitlin Marie ComstockCHIEF COMPLIANCE OFFICER
Burwasser Avis GailCHIEF COMPLIANCE OFFICER
Trachtenberg Steven EricINVESTMENT ADVISOR REPRESENTATIVE, MEMBER
COMSTOCK CAITLIN MARIECHIEF COMPLIANCE OFFICER

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