Joseph Brian Singer

Employer firm

Hc Advisors LLC CRD 165200

$500M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 02/2020
  Citigroup Global Markets Inc.
  Atlanta, GA
• 06/2009 → 02/2020
  Morgan Stanley Smith Barney
  Atlanta, GA
• 01/2015 → 02/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2020 → Present
  Hc Advisors, Llc
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2020-02-24
  Morgan Stanley
  Atlanta, GA
• 2007-03-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
• 2005-08-03 → 2007-03-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA

Other Businesses

J.SINGER & CO.,LLC, YES, INVESTMENT RELATED, ADDRESS:750 HAMMOND DR.NE BLDG. ONE, SUITE 200, CONSULTING, MANAGING PARTNER,2020, 30 HRS/MONTH, 15 HRS, 1)CFO TO A FAMILY OFFICE OVERSEEING ACCOUNTS 2) CONSULTING BOARD ADVISORS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-25
• S63 Uniform Securities Agent State Law Examination
  2005-07-16

Other Names

• Joe Singer