Nathaniel Kalil
Investment adviser representative at Singer Wealth Advisors LLC
11 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
11 years in the industry.
- Singer Wealth Advisors LLCJul 2024 to now
- Northwestern Mutual Investment Services LLCJul 2020 to Jun 2024
- Northwestern Mutual Life Insurance CompanyJul 2020 to Jun 2024
- UnemployedMar 2020 to Jul 2020
- Purity Wholesale GrocersApr 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
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
- 7266678
- Firm CRD
- 317218