Singer Wealth Advisors Llc
- Regulatory AUM
- $911M
- Discretionary
- $911M
- Clients
- 953
- Avg AUM / client
- $955K
- Accounts
- 2,247
- Employees
- 43
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 629 | $312M | 34.3% |
| High net worth individuals | 319 | $570M | 62.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.8M | 0.2% |
| Other investment advisers | Fewer than 5 clients | $6.6M | 0.73% |
| Corporations and other businesses | 5 | $20.1M | 2.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Brown & Brown, Inc Employee Savings Plan Brown & Brown, Inc. | 2024 | |
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keith Eric Singer | Managing Member | CFP | Apr 2021 (5y) | 75% or more |
| Steven Eric Trachtenberg | Investment Advisor Representative, Member | Apr 2021 (5y) | 10% – 25% | |
| Comstock, Caitlin, Marie | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Roy Daniel Rosner | Registered representative | Dec 2021 (5y) | ||
| Charles Landry | Registered representative | Aug 2022 (4y) | ||
| David L Sutherland | Registered representative | Jun 2023 (3y) | ||
| Jacob Edward Butler | Registered representative | Jul 2023 (3y) | ||
| David Rocci Friedland | Registered representative | Nov 2023 (3y) | ||
| Nathaniel Kalil | Registered representative | Jul 2024 (2y) | ||
| Kurt Stein | Registered representative | Nov 2024 (2y) | ||
| Brett Michael Maggard | Registered representative | Jan 2025 (2y) | ||
| Tyler Cole Venditti | Registered representative | Mar 2025 (1y) | ||
| Johnathon S Ho On | Registered representative | Mar 2025 (1y) | ||
| Veronica M Gillotte | Registered representative | Jun 2025 (1y) | ||
| Evan G Mc Leod | Registered representative | CFA | Jul 2025 (1y) | |
| Bianca Viren Desai | Registered representative | Aug 2025 (1y) | ||
| Michala Katica Almstead | Registered representative | Aug 2025 (1y) | ||
| Mohammad Abood | Registered representative | Sep 2025 (1y) | ||
| Thomas James Murray | Registered representative | Oct 2025 (1y) | ||
| Dianna Greiner | Registered representative | Dec 2025 (1y) | ||
| Janyl B Smith | Registered representative | Dec 2025 (1y) | ||
| Stavros Deriziotis | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown, Inc. | 12,393 | $1.8B | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $768M (84% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗