Evan G Mcleod
Investment adviser representative at Singer Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$910.6MFirm assets
Are you Evan G Mcleod? 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
11 years in the industry.
- Singer Wealth Advisors LLCJul 2025 to now
- Rwa AdvisorsOct 2023 to Jun 2025
- Krause Capital, Inc.Jun 2020 to Jul 2023
- New York Community BankSep 2015 to May 2020
Designations
- CFA
Exams passed
No exams in this record.
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
- 7262361
- Firm CRD
- 317218