Steven E. Trachtenberg

SINGER WEALTH ADVISORS LLC

Boca Raton, FL 33432

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CRD#: 6995521

Professional summary

Steven Eric Trachtenberg, who also goes by Steven E Trachtenberg, is a registered financial advisor currently at SINGER WEALTH ADVISORS LLC located in Boca Raton, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Steven has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven E Trachtenberg

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.

SET Wealth is an entity created to track insurance commissions. About 30 hours a week.I am an Insurance Agent with multiple companies. (Nationwide, Midland, Athene, Security Benefit, John Hancock, Lincoln, etc..) Each Insurance Company pays a commission for both Insurance and Annuity Sales. Vineyards and Cimarron are rental properties; no involvement in day-to-day activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Eric Trachtenberg'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 21, 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

December 20, 2019 - March 1, 2022

SINGER WEALTH ADVISORS INC.

RIA

CRD#: 170470

BOCA RATON, 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
(12/21/2021)

IAR

Georgia
(8/24/2023)

IAR

Pennsylvania
(7/21/2022)

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 65

Date: 9/5/2018

Uniform Investment Adviser Law 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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Steven E. Trachtenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Eric Trachtenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

SINGER WEALTH ADVISORS LLC

SINGER WEALTH ADVISORS INC.

Primary Firm SEC Registration

SINGER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2018

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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