Roy Rosner has been an investment adviser representative at Singer Wealth Advisors since December 2021, and is not listed among the firm’s executive officers or direct owners. Roy Rosner holds a Bachelor of Science in Electrical Engineering from The Cooper Union, a Master of Science in Electrical Engineering from Syracuse University and a Master of Engineering Management from George Washington 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.
Roy Rosner is an Investment Advisor Representative of Singer Wealth Advisors. He worked as a telecommunications engineer for more than 35 years, retiring as a senior vice president at AT&T. He later operated Futureproof Consulting and, beginning in 2008, expanded into financial services consulting, then formed Futureproof Finances, LLC, which was a Registered Investment Advisor in the state of Florida.
Roy Rosner’s longest registration was 4 years at Futureproof Finances LLC (2013–2018). Before joining Singer Wealth Advisors in 2021, Roy Rosner was registered through Singer Wealth Advisors Inc. and Futureproof Finances LLC.
- Singer Wealth Advisors LLCCurrent– present · 4 yearsBoca Raton, FL · Adviser representative · Firm CRD 317218
- Singer Wealth Advisors Inc.– · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 170470
- Futureproof Finances LLC– · 4 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 168813
Investment adviser representative registrations
Roy Rosner is registered as an investment adviser representative in Florida, since December 2021.
- FloridaSince 22 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Roy Daniel Rosner
- CRD
- 6238694
- 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
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- singerwealth.com
Where does Roy Rosner work?
Roy Rosner is an investment adviser representative registered through Singer Wealth Advisors LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Roy Rosner a financial advisor?
Yes. Roy Rosner has a current investment-adviser registration in Florida, through Singer Wealth Advisors since December 2021.
How many years of experience does Roy Rosner have?
Roy Rosner has 12 years in the financial industry, since December 2013, across 3 adviser firms.
What exams has Roy Rosner passed?
Roy Rosner passed the Series 65 in July 2013.
Where did Roy Rosner work before Singer Wealth Advisors?
Before Singer Wealth Advisors, Roy Rosner was registered through Futureproof Finances LLC, December 2013 to November 2018.
Where is Roy Rosner based?
Roy Rosner’s registered office is in Boca Raton, FL.
Is Roy Rosner registered with FINRA?
No. Roy Rosner has no current broker registration.
How can I verify Roy Rosner’s record?
Search CRD 6238694 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roy Rosner’s full registration record.