Matthew F. Binder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Frederick Binder, who also goes by Matthew Binder, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2017. Matthew had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2021 - August 10, 2023
SINGER WEALTH ADVISORS LLC
September 17, 2021 - March 1, 2022
SINGER WEALTH ADVISORS INC.
October 8, 2019 - August 16, 2021
CITIZENS SECURITIES, INC.
October 8, 2019 - August 16, 2021
CITIZENS SECURITIES, INC.
January 4, 2018 - April 3, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 9, 2017 - April 3, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SINGER WEALTH ADVISORS LLC
CRD#: 317218 / SEC#: 801-122736
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SINGER WEALTH ADVISORS LLC
CRD#: 317218 / SEC#: 801-122736
Contact information
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
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.
