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David Rocci Friedland

Investment adviser representative at Singer Wealth Advisors LLC
30 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

30 years in the industry.

  1. Drf Management LLCFeb 2024 to now
  2. Singer Wealth Advisors LLCNov 2023 to now
  3. 303 Alternatives, LLCNov 2014 to now
  4. Masters Research Partners IncJan 2001 to now
  5. Fmb Managment, IncMay 1997 to now
  6. Magnum U.S. Investments, Inc.Aug 1996 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
5022638
Firm CRD
317218
Advisor's SEC record (opens in a new tab)
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