KW
Kristina L. Wolff Singh
VALMARK ADVISERS
Manchester, CT 06040
Some features on this profile are disabled
CRD#: 7391415
KW
Professional summary
Kristina Leigh Wolff Singh, who also goes by Kristina Leigh Singh, Kristina Leigh Wolff, Kristina Leigh Wolff-singh, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Manchester, Connecticut and VALMARK SECURITIES, INC. located in Camas, Washington.
Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kristina has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina Leigh Singh | Kristina Leigh Wolff | Kristina Leigh Wolff-Singh
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.
1) Wolff Wealth Advisors; Manchester, CT; start 11/2022; Vice President; producing agent selling insurance and securities products; investment related; 40+ hours/ week; Salary./// 2) Woman of Wonder; 4300 Main St Studio B, Vancouver WA 98663; Non-profit that fundraises money to give college scholarships to single mothers and women raised by single mothers; Board Member; Monthly meetings, assist with yearly in-person events, evaluate scholarship applications, fundraising, possibly review their current investments and make suggestions; NOT Investment Related; Start Date 06/02/2025; Approximately 1-5 hrs. per month; No compensation, volunteer position.///
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Leigh Wolff Singh'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
December 21, 2022 - Present
VALMARK ADVISERS, INC.
Office #1: 201 East Center Street, Ste. 200, Manchester, CT 06040RIA
CRD#: 108050
Manchester, CT
Current
June 24, 2022 - Present
VALMARK SECURITIES, INC.
Office #2: 201 East Center Street Suite 200, Manchester, CT 06040BD
CRD#: 31243
Camas, WA
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/22/2024)
IAR
California(5/9/2024)
IAR
Connecticut(12/21/2022)
RR
Connecticut(1/3/2023)
RR
Florida(1/20/2023)
IAR
Florida(11/1/2023)
RR
Georgia(5/2/2024)
RR
Maryland(1/22/2024)
RR
Massachusetts(9/8/2023)
IAR
Massachusetts(11/15/2023)
IAR
New Hampshire(3/13/2025)
RR
New York(1/22/2024)
RR
North Carolina(1/22/2024)
RR
Ohio(1/22/2024)
IAR
Ohio(1/22/2024)
RR
Oregon(1/3/2023)
IAR
Oregon(12/6/2023)
RR
Pennsylvania(1/22/2024)
RR
Texas(1/22/2024)
IAR
Vermont(7/7/2023)
RR
Vermont(1/22/2024)
RR
Virginia(7/14/2023)
IAR
Washington(12/21/2022)
RR
Washington(1/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
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.
