DM
Daniel J. Montano
SINGER WEALTH ADVISORS LLC
Wesley Chapel, FL 33544
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CRD#: 6728420
DM
Professional summary
Daniel J Montano is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Wesley Chapel, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
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.
**NO DAYS OFF MUSIC GROUP LLC POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2016 ADDRESS: 12210 Shearwater Dr, New Port Richey FL 34654, United States DESCRIPTION: I own a publishing company that operates as a record label. I managed Music Producers and receive a compensation for my help in collecting royalty and publishing revenue for them. I do not provide insurance or investment advice. I specifically work with Musicians who need management help to collect payments and register their music. This is 100% done after market hours and on weekends. **INDEPENDENT INSURANCE/MEDICARE AGENT - MAGGARD WEALTH MANAGEMENT POSITION: insurance sales NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2023 ADDRESS: 2210 Ashley Oaks Circle, Suite 102, Wesley Chapel, FL 33544 DESCRIPTION: I will meet with clients to help guide them to making the proper choices for their Medicare insurance as an independent Medicare agent. **A1 MUSIC GROUP LLC POSITION: COO NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2024 ADDRESS: 777 N Ashley Dr Apt 1414, Tampa FL 33602, United States DESCRIPTION: I serve as C.O.O at A1 Music Group which is a music production management company that focuses on 2 models of business. The first is day to day management of Music Producers worldwide. Bookkeeping, scheduling, invoicing and project management. The second model is a services company that helps collect payments owed to music producers from various record labels. **Lab Marketing LLC D/B/A SalesPeopleSaturdays POSITION: Sales Coach/Partner INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 9/15/2024 ADDRESS: 12210 Shearwater Dr New Port Richey FL 34654 DESCRIPTION: actively engaging with insurance companies to present sales training material based on sales experience. This is include but is not limited too, Online coaching webinars, In person Coaching seminars, social media content around Sales Coaching
CRS (Client Relationship Summary) - RIA
Click below to view Daniel J Montano'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®
NoneExperience
Current
April 5, 2024 - Present
SINGER WEALTH ADVISORS LLC
Office #1: 2210 Ashley Oaks Circle, Suite #102, Wesley Chapel, FL 33544RIA
CRD#: 317218
Wesley Chapel, FL
Past
September 5, 2023 - March 11, 2024
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Tampa, FL
Past
September 1, 2023 - March 11, 2024
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Tampa, FL
Past
April 6, 2017 - August 25, 2023
BANKERS LIFE ADVISORY SERVICES, INC.
RIA
CRD#: 281285
Clearwater, FL
Past
December 13, 2016 - August 25, 2023
BANKERS LIFE SECURITIES, INC.
BD
CRD#: 173962
Clearwater, 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(4/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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
20
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,897 |
| AUM (Assets Under Management) | $ 668,704,485 |
Red Flags
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Company Information
SINGER WEALTH ADVISORS LLC
CRD#: 317218Wesley Chapel, FL 33544TRUST BUT VERIFY
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