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—

Branch offices (5)

CityStateEmployeesPhone
WEST PALM BEACHFL25619989985
AVENTURAFL25619989985
WESLEY CHAPELFL1561-998-9985
TAMPAFL1561-998-9985
PLANTATIONFL05619989985

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