Singer Xenos Wealth Management

Singer Xenos Wealth Management (CRD# 106445) is a financial advisory firm headquartered in Coral Gables, FL. They manage $1,107,700,000 in 2,481 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,108
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Singer Xenos Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Marc H. Singer
CRD#: 1356970
800 Douglas Road, Suite 750, Coral Gables, FL 33134
96
Wealthminder
score

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.

2
Lonny S. Greenberg
CRD#: 4686683
800 Douglas Rd, Suite 900, Coral Gables, FL 33134
93
Wealthminder
score

Lonny Greenberg (CRD# 4686683) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has over 13 years of experience in the finance industry.

3
Juda E. Schechter
CRD#: 4019220
800 Douglas Road, Suite 750, Coral Gables, FL 33134
93
Wealthminder
score

Juda Schechter (CRD# 4019220) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has over 14 years of experience in the finance industry.

4
Neil R. Sosler
CRD#: 4205566
800 Douglas Road, Suite 750, Coral Gables, FL 33134
93
Wealthminder
score

Neil Sosler (CRD# 4205566) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has over 17 years of experience in the finance industry.

5
Sameer J. Sudame
CRD#: 5363772
800 Douglas Rd, Suite 900, Coral Gables, FL 33134
90
Wealthminder
score

Sameer Sudame (CRD# 5363772) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Sameer Sudame 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.

6
Faith R. Xenos
CRD#: 1320067
800 Douglas Road, Suite 750, Coral Gables, FL 33134
90
Wealthminder
score

Faith Xenos (CRD# 1320067) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Faith Xenos 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.

7
Benjamin Miller
CRD#: 6370371
800 Douglas Rd, Suite 900, Coral Gables, FL 33134
88
Wealthminder
score

Benjamin Miller (CRD# 6370371) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has over 2 years of experience in the finance industry.

8
Alejandro Zayas
CRD#: 6450461
800 Douglas Rd, Suite 900, Coral Gables, FL 33134
87
Wealthminder
score

Alejandro Zayas (CRD# 6450461) is an Investment Advisor Representative working at Singer Xenos Wealth Management in Coral Gables, FL and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.