Michael D. Singer

SINGER, LEEMON & ASSOCIATES

Jacksonville, FL

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CRD#: 1618490

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 Jacksonville, 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael D Singer

Other business activities

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 19, 2010 - Present

SINGER, LEEMON & ASSOCIATES, INC.

RIA

CRD#: 127931

Jacksonville, FL

Past

April 25, 2008 - October 17, 2012

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

RIA

CRD#: 123483

LISLE, IL

Past

April 12, 2000 - August 4, 2008

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 11691

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 12/11/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/22/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/24/1998

General Securities Principal Examination

Current Firm

SINGER, LEEMON & ASSOCIATES, INC.

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

CRD#: 127931 / SEC#:

Florida

Registered Investment Advisory firm - (7/15/2022 Approved)

Michigan

Registered Investment Advisory firm - (11/13/2003 Approved)

Tennessee

Registered Investment Advisory firm - (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).

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Contact information

Main Address

Fernandina Beach, FL

Mailing Address

Phone number

(248) 840-8950

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Michael D. Singer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LASALLE ST SECURITIES, L.L.C.

LPL FINANCIAL LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

THE STUART-JAMES COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/1999

Series 63

Date: 1/22/1987

Series 7

Date: 1/17/1987

Series 24

Date: 9/24/1998

Current Firm

SINGER, LEEMON & ASSOCIATES, INC.

Contact information

Documents

Red Flags

Company Information

SINGER, LEEMON & ASSOCIATES, INC.

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