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RR

Roy D. Rosner

SINGER WEALTH ADVISORS LLC
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 6238694
RR

Professional summary

Roy Daniel Rosner is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Boca Raton, Florida.

Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Roy has worked at 3 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roy Daniel Rosner'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

December 22, 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

September 13, 2018 - March 1, 2022

SINGER WEALTH ADVISORS INC.

RIA
CRD#: 170470
BOCA RATON, FL
Past

December 2, 2013 - November 27, 2018

FUTUREPROOF FINANCES LLC

RIA
CRD#: 168813
WEST PALM BEACH, FL

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
(12/22/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/30/2013
Uniform Investment Adviser Law Examination

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#: 317218Boca Raton, FL 33432

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