Singer Xenos Schechter Sosler Wealth Management

Singer Xenos Schechter Sosler Wealth Management (CRD# 106445) is a financial advisory firm headquartered in Coral Gables, FL. They manage $1,186,008,094 in 2,483 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,186
    MILLION
  • Total Number of Accounts
    2,483
    ACCOUNTS
  • Average Account Value
    $477,651
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 Schechter Sosler 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 Schechter Sosler 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 Schechter Sosler 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 900, Coral Gables, FL 33134
93
Wealthminder
score

Juda Schechter (CRD# 4019220) is an Investment Advisor Representative working at Singer Xenos Schechter Sosler Wealth Management in Coral Gables, FL and has over 15 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 Schechter Sosler 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 Schechter Sosler 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 Schechter Sosler 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
89
Wealthminder
score

Benjamin Miller (CRD# 6370371) is an Investment Advisor Representative working at Singer Xenos Schechter Sosler Wealth Management in Coral Gables, FL and has over 3 years of experience in the finance industry.

8
Alejandro Zayas
CRD#: 6450461
800 Douglas Rd, Suite 900, Coral Gables, FL 33134
89
Wealthminder
score

Alejandro Zayas (CRD# 6450461) is an Investment Advisor Representative working at Singer Xenos Schechter Sosler Wealth Management in Coral Gables, FL and has over 3 years of experience in the finance industry.

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