Brett M. Maggard

SINGER WEALTH ADVISORS LLC

Wesley Chapel, FL 33544

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CRD#: 6971971

Professional summary

Brett Michael Maggard, who also goes by Brett Maggard, is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Wesley Chapel, Florida.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brett has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Maggard

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.

Insurance Agent, non-investment related, 2210 Ashley Oaks Circle Ste 102, Wesley Chapel, FL 33445, sale of insurance products and services to clients as needed, Agent, 11/2020, approx 80 hours per month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed Also doing business as Maggard Wealth Management, investment related, 2210 Ashley Oaks Circle Ste 102, Wesley Chapel, FL 33445,, 140 hours each month, 140 hours during securities hours, Sales and Service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Maggard'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

January 9, 2023 - Present

SINGER WEALTH ADVISORS LLC

Office #1: 2210 Ashley Oaks Circle Suite 102, Wesley Chapel, FL 33544

RIA

CRD#: 317218

Wesley Chapel, FL

Past

January 11, 2022 - December 12, 2022

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Tampa, FL

Past

January 10, 2022 - December 12, 2022

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Tampa, FL

Past

November 2, 2020 - October 6, 2021

PRIME CAPITAL FINANCIAL

RIA

CRD#: 288712

Tampa, FL

Past

May 29, 2020 - October 5, 2020

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

Clearwater, FL

Past

August 22, 2018 - October 5, 2020

BANKERS LIFE SECURITIES, INC.

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".

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
(1/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/15/2020

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2018

General Securities Representative Examination

Current Firm

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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/23/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Brett M. Maggard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Maggard's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

PRIME CAPITAL FINANCIAL

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE SECURITIES, INC.

Primary Firm SEC Registration

SINGER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2020

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2018

Current Firm

SINGER WEALTH ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SINGER WEALTH ADVISORS LLC

TRUST BUT VERIFY

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