Marc Singer, financial advisor Coral Gables FL
96 score

Marc Singer

CRD Number: 1356970
Current Firm: Singer Xenos Wealth Management

Marc Singer (CRD# 1356970) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has over 32 years of experience in the finance industry. Marc Singer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Singer Xenos Securities Corp. Coral Gables, FL Aug 2001 - Current 16
Diversified Capital Corporation N. Miami Beach, FL Dec 1993 - Current 24
Singer Xenos Wealth Management Miami, FL Jan 1991 - Current 26
Physicians Investment Advisors Coral Gables, FL Jan 1990 - Current 27
Huttoe & Associates, Inc. Coral Gables, FL Jul 1986 - Current 31
Guardian Life Insurance Co New York, NY Nov 1983 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
Contact Info for Marc H. Singer
Phone Number: 305-443-0060
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,108
    MILLIONS
  • Total Number of Accounts
    2,481
    ACCOUNTS
  • Average Account Value
    $446,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, GA, IL, LA, MA, NC, NJ, NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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