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Michael David Singer

SINGER, LEEMON & ASSOCIATES
FERNANDINA BEACH, FL
·CRD# 1618490·39 years experience

Professional Summary

Michael David Singer, who also goes by Michael D Singer, is a registered financial advisor currently at SINGER, LEEMON & ASSOCIATES, INC. located in Fernandina Beach, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael D Singer

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

Current

SINGER, LEEMON & ASSOCIATES, INC.Current·CRD# 127931
RIA
Fernandina Beach, FL
October 19, 2010 - Present

Past

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCPast·CRD# 123483
RIA
Lisle, IL
April 25, 2008 - October 17, 2012
LASALLE ST SECURITIES, L.L.C.Past·CRD# 7191
BD
Bloomfield Hills, MI
January 29, 1999 - August 23, 2010
LASALLE ST. INVESTMENT ADVISORS, L.L.C.Past·CRD# 109701
RIA
Troy, MI
April 12, 2000 - August 4, 2008
LPL FINANCIAL LLCPast·CRD# 6413
BD
Fort Mill, SC
February 24, 1994 - February 25, 1999
SUN LIFE FINANCIAL DISTRIBUTORS, INC.Past·CRD# 5496
BD
Wellesley Hills, MA
September 25, 1990 - February 26, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATESPast·CRD# 4039
BD
New York, NY
March 5, 1990 - August 6, 1990
EQUITABLE ADVISORS, LLCPast·CRD# 6627
BD
New York, NY
March 5, 1990 - August 6, 1990
ROBERT W. BAIRD & CO. INCORPORATEDPast·CRD# 8158
BD
Milwaukee, WI
January 11, 1990 - February 17, 1990
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
BD
Milwaukee, WI
January 11, 1990 - February 17, 1990
ROBERT W. BAIRD & CO. INCORPORATEDPast·CRD# 8158
BD
Milwaukee, WI
August 25, 1988 - August 21, 1989
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
BD
Milwaukee, WI
August 25, 1988 - August 21, 1989
THE STUART-JAMES COMPANY, INCORPORATEDPast·CRD# 11691
BD
January 21, 1987 - May 22, 1987

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Current Firm

SL
SINGER, LEEMON & ASSOCIATES, INC.

SINGER, LEEMAN & ASSOCIATES, INC | SINGER, LEEMON & ASSOCIATES, INC.

CRD#: 127931
Florida
Registered Investment Advisory firm - Florida (7/15/2022 Approved)
Michigan
Registered Investment Advisory firm - Michigan (11/13/2003 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (7/15/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Fernandina Beach, FL

Phone Number

(248) 840-8950

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Independent Insurance Agent

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(7/15/2022)
IAR
Michigan
(10/19/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1987About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1987About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 1998About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael David Singer's CRS (Customer Relationship Summary).

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