SE
Steven Eric Trachtenberg
CRD 6995521
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Singer Wealth Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Singer Wealth Advisors Llc
Investment Advisor Representative, Member · 10% – 25% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗