Investment adviser representative · Singer Wealth Advisors LLC
Brett M. Maggard
CRD 6971971 · Wesley Chapel, FL
At a glance
Brett M. Maggard is an investment adviser representative with Singer Wealth Advisors LLC in Wesley Chapel, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brett’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Singer Wealth Advisors LLCSince January 2025Wesley Chapel, FL · $911M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.