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VG

Veronica M. Gillotte

SINGER WEALTH ADVISORS LLC
Deerfield beach, FL
Some features on this profile are disabled
CRD#: 4236825
VG

Professional summary


Veronica M Gillotte, who also goes by Veronica Marie Gillotte, Veronica Gillotte, Veronica My Gillotte, Veronica Marie Meyer, Veronica Meyer, is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Deerfield Beach, Florida.

Veronica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Veronica has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Veronica Marie Gillotte | Veronica Gillotte | Veronica My Gillotte | Veronica Marie Meyer | Veronica Meyer

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Veronica M Gillotte'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

June 30, 2025 - Present

SINGER WEALTH ADVISORS LLC

RIA
CRD#: 317218
Deerfield beach, FL
Past

October 12, 2021 - May 13, 2025

STRATEGIC WEALTH INVESTMENT GROUP, LLC

RIA
CRD#: 165474
LOUISVILLE, KY
Past

July 31, 2019 - May 12, 2021

ARAGON CAPITAL LLC

RIA
CRD#: 166958
FORT LAUDERDALE, FL
Past

January 2, 2018 - August 30, 2018

BB&T SECURITIES, LLC

RIA
CRD#: 142785
BOCA RATON, FL
Past

January 2, 2018 - August 30, 2018

BB&T SECURITIES, LLC

BD
CRD#: 142785
BOCA RATON, FL
Past

May 30, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
FORT LAUDERDALE, FL
Past

May 26, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
FORT LAUDERDALE, FL
Past

August 19, 2016 - May 17, 2017

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
BOYNTON BEACH, FL
Past

February 23, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
BOCA RATON, FL
Past

January 13, 2016 - May 17, 2017

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
BOCA RATON, FL
Past

April 10, 2014 - January 14, 2016

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
POMPANO BEACH, FL
Past

April 9, 2014 - January 14, 2016

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
POMPANO BEACH, FL
Past

December 6, 2013 - March 31, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOYNTON BEACH, FL
Past

December 4, 2013 - March 31, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOYNTON BEACH, FL
Past

June 11, 2010 - November 1, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
FT LAUDERDALE, FL
Past

June 7, 2010 - November 1, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
FT LAUDERDALE, FL
Past

November 13, 2009 - May 26, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
DELRAY BEACH, FL
Past

November 13, 2009 - May 26, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
DELRAY BEACH, FL
Past

May 18, 2007 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
BOYNTON BEACH, FL
Past

May 9, 2007 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
BOYNTON BEACH, FL
Past

April 10, 2006 - March 30, 2007

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WELLINGTON, FL
Past

April 5, 2004 - March 30, 2007

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WELLINGTON, FL
Past

September 25, 2003 - February 23, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

August 18, 2000 - August 29, 2003

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
SW
SINGER WEALTH ADVISORS LLC
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
(6/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/6/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SW
SINGER WEALTH ADVISORS LLC
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
40

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/11/2026)

Regulatory assets under management


Total Number of Accounts2,094
AUM (Assets Under Management)$ 782,413,418

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.

Company Information


SINGER WEALTH ADVISORS LLC

CRD#: 317218Deerfield Beach, FL

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