Nathaniel Kalil

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:

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

Current Employers

Employment History

• 04/2015 → 03/2020
  Purity Wholesale Grocers
  Boca Raton, FL
• 04/2015 → 03/2020
  Purity Wholesale Grocers
  Boca Raton, FL
• 03/2020 → 07/2020
  Unemployed
  Boynton Beach, FL
• 07/2020 → 06/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2020 → 06/2024
  Northwestern Mutual Investment Services Llc
  West Palm Bch, FL
• 07/2024 → Present
  Singer Wealth Advisors Llc
  Boca Raton, FL

Other Businesses

1). Insurance Agent, investment related, 1515 S Federal Hwy #302 Boca Raton FL 33432, sale of insurance products and services to clients as needed, 07/2024, approx 80 hoursper month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15
• S63 Uniform Securities Agent State Law Examination
  2020-11-19

Other Names

• Nathan Sawaya
• Nathan Sawaya
• Nathan Kalil
• Nate Kalil