Steven Eric Trachtenberg
Investment adviser representative at Singer Wealth Advisors LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Singer Wealth Advisors IncDec 2019 to now
- Singer Wealth ManagementJul 2018 to now
- NASep 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, PA).
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
- 6995521
- Firm CRD
- 317218