Steven Trachtenberg has been Investment Advisor Representative, Member of Singer Wealth Advisors since April 2021, is not listed as a control person, but directly owns between 10% and 25% of the firm.
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.
Steven Trachtenberg’s longest registration is the current one, 4 years at Singer Wealth Advisors since 2021. Before joining Singer Wealth Advisors in 2021, Steven Trachtenberg was registered through Singer Wealth Advisors Inc.
- Singer Wealth Advisors LLCCurrent– present · 4 yearsBoca Raton, FL · Adviser representative · Firm CRD 317218
- Singer Wealth Advisors Inc.– · 2 yearsBoca Raton, FL · Adviser representative · Firm CRD 170470
Investment adviser representative registrations
Steven Trachtenberg is registered as an investment adviser representative in 3 states. The first approvals date from December 2021; the most recent is Georgia, in August 2023.
- FloridaSince 21 December 2021
- GeorgiaSince 24 August 2023
- PennsylvaniaSince 21 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Eric Trachtenberg
- CRD
- 6995521
- Firm
- Singer Wealth Advisors · CRD 317218
- Role
- Investment Advisor Representative, Member
- Office
- 1515 S. FEDERAL HIGHWAY, SUITE 302, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Trachtenberg work?
Steven Trachtenberg has been Investment Advisor Representative, Member of Singer Wealth Advisors LLC since April 2021.
Is Steven Trachtenberg a financial advisor?
Yes. Steven Trachtenberg has a current investment-adviser registration in Florida, Georgia and Pennsylvania, through Singer Wealth Advisors since December 2021.
How many years of experience does Steven Trachtenberg have?
Steven Trachtenberg has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Steven Trachtenberg passed?
Steven Trachtenberg passed the Series 65 in September 2018.
Where is Steven Trachtenberg based?
Steven Trachtenberg’s registered office is in Boca Raton, FL.
Is Steven Trachtenberg registered with FINRA?
No. Steven Trachtenberg has no current broker registration.
How can I verify Steven Trachtenberg’s record?
Search CRD 6995521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Trachtenberg’s full registration record.