Scott Carl, financial advisor Boca Raton FL
96 score

Scott Carl

CRD Number: 5416724
Current Firm: Singer Wealth Advisors Inc.

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.

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Professional Designations
Company Name Location Dates Years
Investacorp Miami, FL Jun 2017 - Current < 1
Singer Wealth Management Boca Raton, FL Jun 2017 - Current < 1
Unemployed Hollywood, FL Apr 2017 - Jun 2017 < 1
Green Lane Capital Advisors, LLC Wilmington, NC Jul 2016 - Apr 2017 < 1
Unemployed Bryn Mawr, PA Feb 2016 - Jul 2016 < 1
Abacus Wealth Partners Philadelphia, PA Aug 2012 - Feb 2016 3
Ameriprise Financial Conshohocken, PA Aug 2008 - Aug 2012 4
Creative Capital Wealth Mgmt Phoenixville, PA Jun 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Scott D. Carl
Phone Number: 561-998-9985
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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