Singer Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered on South Federal Highway in Boca Raton, Florida. Led by founder and president Keith Singer, J.D., CFP®, an attorney and Certified Financial Planner, the firm serves South Florida retirees and older adults with retirement income structuring, tax minimization, wealth preservation, and legacy estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Singer Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-122736; active SEC-registered investment adviser based in Boca Raton, FL.
Issuer: Certified Financial Planner Board of Standards
Notes: President Keith Singer holds both a Juris Doctor (J.D.) degree and the Certified Financial Planner (CFP®) designation.
Factual details and direct answers about Singer Wealth Advisors, LLC's services, licensing, and credentials.
What is Singer Wealth Advisors' SEC registration number?
Singer Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser under CRD #317218 and SEC File #801-122736.
What professional credentials does founder Keith Singer hold?
Keith Singer holds both a law degree (J.D.) and the Certified Financial Planner (CFP®) certification, combining legal estate knowledge with fiduciary retirement planning.
Where is Singer Wealth Advisors located in Boca Raton?
The firm's main office is located at 1515 South Federal Highway, Suite 302, in Boca Raton, Florida 33432, serving seniors across southern Palm Beach County.
Connect with complementary legal, financial, and residential providers serving seniors in Boca Raton and Palm Beach County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Advise Financial, LLC
Boca Raton, Palm Beach County
Core Wealth Management, Inc.
Jupiter, Palm Beach County
Castle Wealth Management, LLC
Boynton Beach, Palm Beach County
A&M Private Wealth Partners, LLC
West Palm Beach, Palm Beach County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.