Karlie Southcomb has been an investment adviser representative at Singer Wealth Advisors since September 2026, 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.
- Singer Wealth Advisors LLCCurrent– present · under a yearBoca Raton, FL · Adviser representative · Firm CRD 317218
Investment adviser representative registrations
Karlie Southcomb is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 21 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8333053
- Firm
- Singer Wealth Advisors · CRD 317218
- Office
- 1515 S. FEDERAL HIGHWAY, SUITE 302, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Karlie Southcomb work?
Karlie Southcomb is an investment adviser representative registered through Singer Wealth Advisors LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Karlie Southcomb a financial advisor?
Yes. Karlie Southcomb has a current investment-adviser registration in Florida, through Singer Wealth Advisors since September 2026.
How many years of experience does Karlie Southcomb have?
Karlie Southcomb has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Karlie Southcomb passed?
Karlie Southcomb passed the Series 65 in August 2026.
Where is Karlie Southcomb based?
Karlie Southcomb’s registered office is in Boca Raton, FL.
Is Karlie Southcomb registered with FINRA?
No. Karlie Southcomb has no current broker registration.
How can I verify Karlie Southcomb’s record?
Search CRD 8333053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karlie Southcomb’s full registration record.