Kurt Stein
Investment adviser representative at Singer Wealth Advisors LLC
25 yearsExperience
1 stateRegistered in
$910.6MFirm assets
4 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 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
25 years in the industry.
- Singer Wealth Advisors LLCOct 2024 to now
- Self - EmployedDec 2023 to now
- Quint Capital- dba Skymount CapitalApr 2019 to Nov 2023
- Palladium Capital Advisors, LLCMar 2019 to Apr 2019
- National Asset ManagementMar 2018 to Mar 2019
- National Securities CorpMar 2018 to Mar 2019
- Bank of America, NADec 2009 to Mar 2018
- Merrill, Lynch, Pierce, Fenner & Smith, Inc.Jul 2001 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3159180
- Firm CRD
- 317218