Investment adviser representative · Singer Wealth Advisors LLC
Karlie Southcomb
CRD 8333053 · Boca Raton, FL
At a glance
Karlie Southcomb is an investment adviser representative with Singer Wealth Advisors LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Singer Wealth Advisors LLCSince September 2026Boca Raton, FL · $911M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Karlie’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Singer Wealth Advisors LLC
- Jacob E. ButlerBoca Raton
- Stavros DeriziotisBoca Raton
- Bianca V. DesaiBoca Raton
- David R. FriedlandBoca Raton
- Johnathon S. Ho-OnBoca Raton
- Brandon S. JudasBoca Raton
- Nathaniel KalilBoca Raton
- Jordan A. LinnBoca Raton
Every advisor at Singer Wealth Advisors LLC →Singer Wealth Advisors LLC: assets, clients and custodians →Financial advisors in Boca Raton, FL →Every Singer Wealth Advisors LLC advisor in Boca Raton →Advisor Moves: who changed firms this week →