Singer Wealth Advisors Inc.
Singer Wealth Advisors Inc. (CRD# 170470) is a financial advisory firm headquartered in Boca Raton, FL. They manage $21,617,125 in 141 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts141ACCOUNTS
Average Account Value$153,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Scott Carl (CRD# 5416724) is an Investment Advisor Representative working at Singer Wealth Advisors Inc. in Boca Raton, FL and has over 10 years of experience in the finance industry. Scott Carl 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.
David Persaud (CRD# 5840358) is an Investment Advisor Representative working at Singer Wealth Advisors Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.