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AS

Alicia F. Singer

SINGER WEALTH MANAGEMENT
Seattle, WA 98122
Some features on this profile are disabled
CRD#: 6284558
AS

Professional summary


Alicia Francine Singer, ChFC®, who also goes by Alicia Cech, Alicia Singer, is a registered financial advisor currently at SINGER WEALTH MANAGEMENT located in Seattle, Washington.

Alicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alicia has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alicia Cech | Alicia Singer

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 Alicia Francine 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®
ChFC®

Experience


Current

January 29, 2019 - Present

SINGER WEALTH MANAGEMENT

Office #1: 1406 Harvard Ave #2, Seattle, WA 98122
RIA
CRD#: 299603
Seattle, WA
Past

March 28, 2016 - October 1, 2018

BADGLEY PHELPS WEALTH MANAGERS

RIA
CRD#: 108392
SEATTLE, WA
Past

July 17, 2014 - March 1, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SEATTLE, WA
Past

April 3, 2014 - March 1, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SEATTLE, WA

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
California
(5/20/2025)
IAR
New York
(3/22/2024)
IAR
Texas
(3/21/2022)
IAR
Washington
(1/29/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/16/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
SINGER WEALTH MANAGEMENT
SINGER WEALTH MANAGEMENT | SINGER WEALTH MANAGEMENT, LLC

CRD#: 299603 / SEC#:

California
Registered Investment Advisory firm - (5/20/2025 Approved)
New York
Registered Investment Advisory firm - (3/22/2024 Approved)
Texas
Registered Investment Advisory firm - (3/8/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/29/2019 Approved)
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Contact information


Main Address
1406 Harvard Ave #2, Seattle, WA 98122
Mailing Address
Phone number
(206) 300-7464
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts318
AUM (Assets Under Management)$ 81,455,785

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 MANAGEMENT

CRD#: 299603Seattle, WA 98122

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