Keith Eric Singer
Investment adviser representative at Singer Wealth Advisors LLC
23 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$910.6MFirm assets
Are you Keith Eric Singer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Sara Tax and Account, LLCJan 2026 to now
- Singer Wealth Advisors, LLCApr 2021 to now
- Insured Returns LLCFeb 2006 to now
- Keith Singer P.A.Aug 2003 to now
- Investacorp Advisory ServicesJul 2016 to Apr 2018
- Investacorp IncAug 2015 to Apr 2018
- Singer Wealth Advisors, IncApr 2014 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 7 states (FL, GA, LA, NJ, NY, PA, TX).
Singer Wealth Advisors LLC
$910.6MAssets managed
953Clients
24Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2793302
- Firm CRD
- 317218