Keith E. Singer

SINGER WEALTH ADVISORS LLC

Boca Raton, FL 33432

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CRD#: 2793302

Professional summary

Keith Eric Singer, CFP® is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Boca Raton, Florida.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Keith has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)SINGER WEALTH INVESTMENT RELATED CONDUCTED FROM 1515 S. FEDERAL HIGHWAY #302 BOCA RATON FL 33432 THE NATURE OF THE BUSINESS IS DBA FOR KEITH SINGER PA MY POSITION IN THE ORGANIZATION IS OWNER THE DUTIES OF THIS POSITION ARE OVERSEE OPERATIONS 2)SINGER WEALTH ADVISORS INVESTMENT RELATED CONDUCTED FROM 1515 S. FEDERAL HIGHWAY #302 BOCA RATON FL 33432 THE NATURE OF THE BUSINESS IS INVESTMENT RELATED MY POSITION IN THE ORGANIZATION IS OWNER & DBA for SINGER WEALTH ADVISORS LLC THE DUTIES OF THIS POSITION ARE AS ADVISOR JANUARY 2014 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 30 HR PER WEEK ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 100 HRS PER MONTH OF HRS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HRS OTHER BUSINESS PER WEEK AND 0 HRS PER MONTH OF HRS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HRS 3)President; Keith Singer P.A.; Start date:2003-7-1; during trading hrs:50; outside trading hrs:10; % of total yearly compensation:60 4)President; Insured Returns LLC; Start date:2006-7-1; during trading hrs:15; outside trading hrs:5; % of total yearly compensation:40

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Eric Singer's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

November 30, 2021 - Present

SINGER WEALTH ADVISORS LLC

Office #1: 1515 S. Federal Highway Suite 302, Boca Raton, FL 33432

RIA

CRD#: 317218

Boca Raton, FL

Past

July 15, 2016 - April 19, 2018

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

Boca Raton, FL

Past

August 11, 2015 - April 19, 2018

INVESTACORP, INC.

CRD#: 7684

BOCA RATON, FL

Past

June 4, 2014 - March 1, 2022

SINGER WEALTH ADVISORS INC.

RIA

CRD#: 170470

BOCA RATON, FL

Past

February 28, 2014 - August 11, 2015

KOVACK SECURITIES INC.

CRD#: 44848

BOCA RATON, FL

Past

October 29, 2008 - December 31, 2008

AWM SERVICES, LLC

CRD#: 6439

HOUSTON, TX

Past

November 2, 2006 - January 29, 2015

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

GIG HARBOR, WA

Past

August 19, 2003 - February 28, 2014

ARGENTUS SECURITIES, LLC

CRD#: 45915

BOCA RATON, FL

Past

May 23, 2002 - August 22, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

April 10, 2001 - August 1, 2002

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BOCA RATON, FL

Past

April 10, 2001 - June 17, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 10, 2001 - August 1, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

July 29, 1997 - April 25, 2001

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 12, 1996 - April 25, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SINGER WEALTH ADVISORS LLC

CRD#: 317218 / SEC#: 801-122736

RIA

Registered Investment Advisory firm - (11/19/2021 Approved)

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
(7/20/2022)

IAR

Georgia
(9/18/2023)

IAR

Louisiana
(1/18/2023)

IAR

New Jersey
(6/21/2022)

IAR

New York
(11/30/2021)

IAR

Pennsylvania
(7/22/2022)

IAR

Texas
(12/1/2021)

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: 7/31/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/7/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

SINGER WEALTH ADVISORS LLC

CRD#: 317218 / SEC#: 801-122736

RIA

Registered Investment Advisory firm - (11/19/2021 Approved)

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Contact information

Main Address

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432

Mailing Address

Phone number

(561) 998-9985

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,897
AUM (Assets Under Management)	$ 668,704,485

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

Keith E. Singer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Eric Singer's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

SINGER WEALTH ADVISORS INC.

KOVACK SECURITIES INC.

AWM SERVICES, LLC

FORTITUDE ADVISORY GROUP L.L.C.

ARGENTUS SECURITIES, LLC

OSAIC FS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SINGER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2000

Series 63

Date: 9/8/1997

SIE

Date: 4/19/2018

Series 7

Date: 4/24/2000

Series 6

Date: 9/11/1996

Series 26

Date: 7/7/2000

Current Firm

SINGER WEALTH ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SINGER WEALTH ADVISORS LLC

TRUST BUT VERIFY

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