Joseph Brian Singer
Investment adviser representative at Hc Advisors LLC
19 yearsExperience
1 stateRegistered in
$500.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Hc Advisors, LLCFeb 2020 to now
- Morgan Stanley Private Bank, N.AJan 2015 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2020
- Morgan Stanley Smith BarneyJun 2009 to Feb 2020
- Citigroup Global Markets Inc.Mar 2007 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hc Advisors LLC
$500.2MAssets managed
206Clients
6Advisers
14 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
- 3095077
- Firm CRD
- 165200