Alicia Singer has been Managing Member/CCO of Singer Wealth Management since October 2018, is a control person of the firm and directly owns 75% or more of it.
Singer Wealth Management, LLC is a firm with $119M under management, 135 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Alicia Singer is founder and principal financial advisor of Singer Wealth Management, based in Seattle. She founded the firm after years spent as a financial advisor in wealth management firms.
Alicia Singer’s longest registration is the current one, 7 years at Singer Wealth Management since 2019. Before joining Singer Wealth Management in 2019, Alicia Singer was registered through Badgley Phelps Wealth Managers and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Singer Wealth ManagementCurrent– present · 7 yearsSeattle, WA · Adviser representative · Firm CRD 299603
- Badgley Phelps Wealth Managers– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 108392
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearSeattle, WA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Singer Wealth Management
- Chartered Financial Consultant (ChFC®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Alicia Singer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2019; the most recent is Texas, in March 2022.
- TexasResidentSince 21 March 2022
- WashingtonSince 29 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 July 2014 |
| Series 7 | General Securities Representative Examination | 3 April 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alicia Francine Singer
- CRD
- 6284558
- Firm
- Singer Wealth Management · CRD 299603
- Role
- Managing Member/CCO
- Office
- Seattle, WA
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- singerwealthmanagement.com
Where does Alicia Singer work?
Alicia Singer has been Managing Member/CCO of Singer Wealth Management, LLC since October 2018, and is a control person of the firm.
Is Alicia Singer a financial advisor?
Yes. Alicia Singer has a current investment-adviser registration in Texas and Washington, through Singer Wealth Management since January 2019.
How many years of experience does Alicia Singer have?
Alicia Singer has 11 years in the financial industry, since December 2014, across 3 adviser firms.
What exams has Alicia Singer passed?
Alicia Singer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2014. FINRA credited Alicia Singer with the SIE, which began in October 2018.
Where did Alicia Singer work before Singer Wealth Management?
Before Singer Wealth Management, Alicia Singer was registered through Badgley Phelps Wealth Managers, March 2016 to October 2018; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2014 to March 2016.
Where is Alicia Singer based?
Alicia Singer’s registered office is in Seattle, WA.
Is Alicia Singer registered with FINRA?
No. Alicia Singer has no current broker registration.
How can I verify Alicia Singer’s record?
Search CRD 6284558 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alicia Singer’s full registration record.