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Nathaniel R Singer

Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Florida Financial Advisors, LLCAug 2023 to now
  2. Trinity Wealth Securities, LLCAug 2023 to now
  3. E*trade Securities LLCJul 2022 to Jul 2023
  4. Morgan StanleyJul 2022 to Jul 2023
  5. Harrison and Held LLPJun 2021 to Aug 2021
  6. Sirius Wealth Management FirmJun 2021 to Aug 2021
  7. Bryan Cave Leighton PaisnerJun 2020 to Aug 2020
  8. Elon UniversityAug 2018 to Jul 2022
  9. Barrington HighschoolAug 2015 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 3 states (FL, LA, TX).

Florida Financial Advisors, LLC

$456.1MAssets managed
3,005Clients
842Advisers
3 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
7587018
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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