Best Investors Account Sign in
Inactive

David L Sutherland

Singer Wealth Advisors LLC

Boca Raton, FL

Claim This Profile
Current Employers
Singer Wealth Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-12
CA RA APPROVED 2023-06-21
  • FL RA
    APPROVED
    Since 2023-07-12
  • CA RA
    APPROVED
    Since 2023-06-21

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Sherman Oaks CA 01/2023 06/2023
University Of California, Los Angeles Los Angeles CA 09/2019 12/2022
Morgan Stanley Beverly Hills CA 01/2020 01/2022
Alamo Elementary, Stone Valley Middle, And Monte Vista High Danville CA 08/2005 06/2019
Singer Wealth Advisors Llc Boca Raton FL 06/2023 Present
  • 01/2023 → 06/2023
    Morgan Stanley
    Sherman Oaks, CA
  • 09/2019 → 12/2022
    University Of California, Los Angeles
    Los Angeles, CA
  • 01/2020 → 01/2022
    Morgan Stanley
    Beverly Hills, CA
  • 08/2005 → 06/2019
    Alamo Elementary, Stone Valley Middle, And Monte Vista High
    Danville, CA
  • 06/2023 → Present
    Singer Wealth Advisors Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-06
  • S66 Uniform Combined State Law Examination
    2023-03-06
Other Names
  • David Lee Sutherland

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor