Brett Maggard has been an investment adviser representative at Singer Wealth Advisors since January 2023, and is not listed among the firm’s executive officers or direct owners.
Singer Wealth Advisors LLC is a Boca Raton, FL firm with $911M under management, 953 clients and 18 advisers across 6 offices, as of its July 2026 filing.
Brett Maggard’s longest registration is the current one, 3 years at Singer Wealth Advisors since 2023. Before joining Singer Wealth Advisors in 2023, Brett Maggard was registered through Brokers Financial and Prime Capital Investment Advisors, LLC.
- Singer Wealth Advisors LLCCurrent– present · 3 yearsWesley Chapel, FL · Adviser representative · Firm CRD 317218
- Brokers Financial– · under a yearTampa, FL · Adviser representative · Firm CRD 139627
- Prime Capital Investment Advisors, LLC– · under a yearTampa, FL · Adviser representative · Firm CRD 288712
- Bankers Life Advisory Services, Inc.– · under a yearClearwater, FL · Adviser representative · Firm CRD 281285
Investment adviser representative registrations
Brett Maggard is registered as an investment adviser representative in Florida, since January 2023.
- FloridaSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 May 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 August 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Brett Michael Maggard
- CRD
- 6971971
- Firm
- Singer Wealth Advisors · CRD 317218
- Office
- 2210 Ashley Oaks Circle, Suite 102, Wesley Chapel, FL 33445
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Brett Maggard work?
Brett Maggard is an investment adviser representative registered through Singer Wealth Advisors LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brett Maggard a financial advisor?
Yes. Brett Maggard has a current investment-adviser registration in Florida, through Singer Wealth Advisors since January 2023.
How many years of experience does Brett Maggard have?
Brett Maggard has 7 years in the financial industry, since January 2019, across 4 adviser firms.
What exams has Brett Maggard passed?
Brett Maggard has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2018. FINRA credited Brett Maggard with the SIE, which began in October 2018.
Where did Brett Maggard work before Singer Wealth Advisors?
Before Singer Wealth Advisors, Brett Maggard was registered through Brokers Financial, January 2022 to December 2022; Prime Capital Investment Advisors, LLC, November 2020 to October 2021; Bankers Life Advisory Services, Inc., May 2020 to October 2020.
Where is Brett Maggard based?
Brett Maggard’s registered office is in Wesley Chapel, FL.
Is Brett Maggard registered with FINRA?
No. Brett Maggard has no current broker registration.
How can I verify Brett Maggard’s record?
Search CRD 6971971 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Maggard’s full registration record.