DS
Daniel C. Singer
KESTRA ADVISORY SERVICES
Fort Lauderdale, FL
Some features on this profile are disabled
CRD#: 4977264
DS
Daniel Charles SingerKESTRA ADVISORY SERVICES
Professional summary
Daniel Charles Singer, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fort Lauderdale, Florida and KESTRA INVESTMENT SERVICES, LLC located in Morristown, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway | Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 2/5/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Overseeing client portfolios, providing advice, and consulting services Name: Synthesis Wealth Planning, LLC Investment Related: Yes Address: 89 Headquarters Plaza N, Suite 333 Morristown NJ 07960 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner Start Date: 2/5/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial advisory Name: Big Apple Performing Arts Investment Related: No Address: 561 SEVENTH AVENUE, SUITE 701 New York NY 10018 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 9/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attending monthly board meetings, vote on important issues of the board including staffing, organizational direction, etc. Name: NFP/PartnersFinancial Investment Related: Yes Address: 89 Headquarters Plaza, Suite 333 Morristown NJ 07960 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 4/1/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Data collection, running illustrations, preparing applications, servicing Name: TRUSTED AMERICAN INSURANCE AGENCY (TAIA) POSITION: Employer NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2024 ADDRESS: 201 Creekside Ridge Ct, Ste 200, Roseville CA 95678 DESCRIPTION: None Name: SYNTHESIS WEALTH PLANNING, LLC (DE) POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2026 ADDRESS: 161 Madison Ave, Suite 200, Morristown NJ 07960, United States DESCRIPTION: Financial advisory
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Charles 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®
CFP®
Start date: 2008
Experience
Current
February 12, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 475 Park Ave Suite 2100, New York, NY 10016Office #3: 161 Madison Avenue Suite 200, Morristown, NJ 07960Office #4: 130 Valley Rd, Montclair, NJ 07042RIA
CRD#: 283330
Fort Lauderdale, FL
Current
February 8, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 161 Madison Avenue Suite 200, Morristown, NJ 07960Office #2: 475 Park Avenue Suite 2100, New York, NY 10016Office #3: 130 Valley Rd, Montclair, NJ 07042BD
CRD#: 42046
MORRISTOWN, NJ
Past
April 3, 2006 - February 9, 2018
SUMMIT FINANCIAL RESOURCES INC
RIA
CRD#: 104990
PARSIPPANY, NJ
Past
April 3, 2006 - February 9, 2018
SUMMIT EQUITIES, INC.
RIA
CRD#: 11039
PARSIPPANY, NJ
Past
July 6, 2005 - February 9, 2018
SUMMIT EQUITIES, INC.
BD
CRD#: 11039
PARSIPPANY, NJ
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/8/2018)
RR
California(2/8/2018)
RR
Colorado(2/8/2018)
RR
Connecticut(2/8/2018)
RR
Delaware(11/3/2022)
RR
District of Columbia(2/8/2018)
RR
Florida(2/8/2018)
IAR
Florida(11/18/2025)
RR
Georgia(2/8/2018)
RR
Hawaii(1/11/2024)
RR
Illinois(2/8/2018)
RR
Indiana(5/6/2025)
RR
Maine(5/16/2023)
RR
Maryland(2/8/2018)
RR
Massachusetts(7/5/2019)
RR
New Jersey(2/8/2018)
IAR
New Jersey(2/12/2018)
RR
New York(2/8/2018)
IAR
New York(2/20/2025)
RR
North Carolina(9/5/2023)
RR
Ohio(11/18/2021)
RR
Oregon(4/29/2026)
RR
Pennsylvania(2/8/2018)
RR
South Carolina(6/5/2020)
RR
Texas(9/21/2020)
IAR
Texas(7/26/2023)
RR
Utah(2/14/2024)
RR
Vermont(9/22/2021)
RR
Virginia(2/8/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
