Keith Singer has been Managing Director of Singer Wealth Advisors since April 2021, is a control person of the firm and directly owns under 5% of it. Keith Singer holds a Finance degree from The Pennsylvania State University. Keith Singer studied at the University of Miami School of Law.
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.
Keith Singer is President of Singer Wealth Advisors. He worked as an attorney, helping clients with probate disputes, before becoming a financial planner. Since 1996 he has advised clients on how to grow, preserve and distribute their wealth tax efficiently, and he continues as an active member of the Florida Bar Association, drafting wills, trusts and estate-planning documents for clients.
Keith Singer’s longest registration was 8 years at Argentus Advisors, LLC (2006–2015). Before joining Singer Wealth Advisors in 2021, Keith Singer was registered through Investacorp Advisory Services Inc and Singer Wealth Advisors Inc.
- Singer Wealth Advisors LLCCurrent– present · 4 yearsBoca Raton, FL · Adviser representative · Firm CRD 317218
- Investacorp Advisory Services Inc– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 109011
- Singer Wealth Advisors Inc.– · 7 yearsBoca Raton, FL · Adviser representative · Firm CRD 170470
- Argentus Advisors, LLC– · 8 yearsGig Harbor, WA · Adviser representative · Firm CRD 116083
- Metlife Securities Inc.– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Keith Singer is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from November 2021; the most recent is Georgia, in September 2023.
- FloridaSince 20 July 2022
- GeorgiaSince 18 September 2023
- LouisianaSince 18 January 2023
- New JerseySince 21 June 2022
- New YorkSince 30 November 2021
- PennsylvaniaSince 22 July 2022
- TexasResidentSince 1 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2000 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 7 July 2000 |
| Series 7 | General Securities Representative Examination | 24 April 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 September 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 September 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Keith Eric Singer
- CRD
- 2793302
- Firm
- Singer Wealth Advisors · CRD 317218
- Role
- Managing Director
- Office
- 1515 S. FEDERAL HIGHWAY, SUITE 302, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- September 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- singerwealth.com
Where does Keith Singer work?
Keith Singer has been Managing Director of Singer Wealth Advisors LLC since April 2021, and is a control person of the firm.
Is Keith Singer a financial advisor?
Yes. Keith Singer has a current investment-adviser registration in Florida, Georgia, Louisiana, New Jersey, New York, Pennsylvania and Texas, through Singer Wealth Advisors since November 2021.
How many years of experience does Keith Singer have?
Keith Singer has 30 years in the financial industry, since September 1996, across 5 adviser firms.
What exams has Keith Singer passed?
Keith Singer has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 26 and Series 65. The earliest, the Series 6, was passed in September 1996. FINRA credited Keith Singer with the SIE, which began in October 2018.
Where did Keith Singer work before Singer Wealth Advisors?
Before Singer Wealth Advisors, Keith Singer was registered through Investacorp Advisory Services Inc, July 2016 to April 2018; Argentus Advisors, LLC, November 2006 to January 2015; Metlife Securities Inc., April 2001 to August 2002.
Where is Keith Singer based?
Keith Singer’s registered office is in Boca Raton, FL.
Is Keith Singer registered with FINRA?
No. Keith Singer has no current broker registration.
How can I verify Keith Singer’s record?
Search CRD 2793302 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Singer’s full registration record.