Kurt A. Stein

SINGER WEALTH ADVISORS LLC

Passaic, NJ

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CRD#: 3159180

Professional summary

Kurt Anthony Stein, who also goes by Kurt Anthony Stein, is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Passaic, New Jersey.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kurt has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt Anthony Stein

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.

2019 to present Skymount LLC I will be providing various Fundraising, Job Placement and Administrative services to religious organizations as a consultant, as needed. I will be compensated for each of these engagements, which will be determined on a case-by-case basis. This activity is not securities related at all and did not involve any Clients whatsoever. In consideration for the rendering of these services, the clients will make payment to Skymount LLC. I am the Managing Member of Skymount LLC. 1/2/2020 Aandar, SaddleBrook NY. Provides referrals to Aandar which is a mortgage broker. This is a non-investment related activity and it is only done on an occasional basis.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Anthony Stein'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®

None

Experience

Current

November 7, 2024 - Present

SINGER WEALTH ADVISORS LLC

RIA

CRD#: 317218

Passaic, NJ

Past

September 27, 2019 - November 22, 2023

QUINT CAPITAL CORPORATION

CRD#: 26586

NEW YORK, NY

Past

July 26, 2019 - November 22, 2023

QUINT CAPITAL CORPORATION

RIA

CRD#: 26586

NEW YORK, NY

Past

March 20, 2019 - October 16, 2019

PALLADIUM CAPITAL GROUP, LLC

CRD#: 129400

NEW YORK, NY

Past

March 19, 2018 - March 20, 2019

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

NEW YORK, NY

Past

March 15, 2018 - March 20, 2019

NATIONAL SECURITIES CORPORATION

CRD#: 7569

NEW YORK, NY

Past

July 31, 2007 - March 16, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PARAMUS, NJ

Past

July 12, 2001 - March 16, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PARAMUS, NJ

Past

March 5, 1999 - June 29, 2001

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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

New Jersey
(11/7/2024)

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: 8/20/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/1999

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 12/28/1998

National Commodity Futures 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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Firm Stability Insights

Kurt A. Stein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Anthony Stein's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUINT CAPITAL CORPORATION

QUINT CAPITAL CORPORATION

PALLADIUM CAPITAL GROUP, LLC

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

SINGER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2007

Series 63

Date: 12/8/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/4/1999

Series 3

Date: 12/28/1998

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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