Nathaniel Kalil has been an investment adviser representative at Singer Wealth Advisors since July 2024, and is not listed among the firm’s executive officers or direct owners. Nathaniel Kalil holds a Degree in Accounting & Finance from St. Bonaventure University.
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.
Nathan Kalil is an Investment Advisor Representative of Singer Wealth Advisors. He began his career in 2015 in accounting before moving into sales, and in 2020 entered wealth management at Northwestern Mutual, where he developed tax-efficient financial plans for clients. He joined Singer Wealth in 2024 to create tailored investment solutions and provide strategic advice.
- Singer Wealth Advisors LLCCurrent– present · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 317218
Investment adviser representative registrations
Nathaniel Kalil is registered as an investment adviser representative in Florida, since July 2024.
- FloridaSince 26 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 July 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 28 August 2020 |
| SIE | Securities Industry Essentials Examination | 29 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7266678
- 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 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- singerwealth.com
Where does Nathaniel Kalil work?
Nathaniel Kalil is an investment adviser representative registered through Singer Wealth Advisors LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nathaniel Kalil a financial advisor?
Yes. Nathaniel Kalil has a current investment-adviser registration in Florida, through Singer Wealth Advisors since July 2024.
How many years of experience does Nathaniel Kalil have?
Nathaniel Kalil has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Nathaniel Kalil passed?
Nathaniel Kalil has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2020.
Where is Nathaniel Kalil based?
Nathaniel Kalil’s registered office is in Boca Raton, FL.
Is Nathaniel Kalil registered with FINRA?
No. Nathaniel Kalil has no current broker registration.
How can I verify Nathaniel Kalil’s record?
Search CRD 7266678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Kalil’s full registration record.