Best Investors Account Sign in
Inactive

Evan G Mcleod

Singer Wealth Advisors LLC

Boca Raton, FL

CRD 7262361

Claim This Profile
Employer firm

Singer Wealth Advisors LLC CRD 317218

$911M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Singer Wealth Advisors Llc

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-25
  • FL RA
    APPROVED
    Since 2025-07-25

Branch Locations

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Krause Capital, Inc. Ft. Lauderdale FL 06/2020 07/2023
New York Community Bank Coral Springs FL 09/2015 05/2020
Rwa Advisors Boca Raton FL 10/2023 06/2025
Singer Wealth Advisors Llc Boca Raton FL 07/2025 Present
  • 06/2020 → 07/2023
    Krause Capital, Inc.
    Ft. Lauderdale, FL
  • 09/2015 → 05/2020
    New York Community Bank
    Coral Springs, FL
  • 10/2023 → 06/2025
    Boca Raton, FL
  • 07/2025 → Present
    Boca Raton, FL
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Boca Raton, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor