Managing Director · Singer Wealth Advisors LLC
Keith E. Singer
CRD 2793302 · Named on Form ADV at one SEC-registered adviser
At a glance
Singer Wealth Advisors LLC, an SEC-registered wealth manager based in Boca Raton, FL with $911 million in regulatory assets, lists Keith E. Singer on its Form ADV as Managing Director, a control person.
Firms and roles
- Singer Wealth Advisors LLCManaging DirectorWealth manager · Boca Raton, FL · $911M in regulatory assets
AtlasMembers
Keith’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Steven E. TrachtenbergInvestment Advisor Representative, Member, Singer Wealth Advisors LLC
- Caitlin M. ComstockChief Compliance Officer, Singer Wealth Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.