Daniel Charles Singer

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2002 → Present
  Vesalius College
  Brussels
• 04/2006 → 02/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 07/2005 → 02/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 02/2018 → Present
  Kestra Investment Services, Llc.
  Morristown, NJ
• 02/2018 → Present
  Kestra Advisory Services, Llc.
  Morristown, NJ

Previous Registrations

• 2006-04-03 → 2018-02-09
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2006-04-03 → 2018-02-09
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway | Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 2/5/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Overseeing client portfolios, providing advice, and consulting services Name: Synthesis Wealth Planning, LLC Investment Related: Yes Address: 89 Headquarters Plaza N, Suite 333 Morristown NJ 07960 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner Start Date: 2/5/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial advisory Name: Big Apple Performing Arts Investment Related: No Address: 561 SEVENTH AVENUE, SUITE 701 New York NY 10018 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 9/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attending monthly board meetings, vote on important issues of the board including staffing, organizational direction, etc. Name: NFP/PartnersFinancial Investment Related: Yes Address: 89 Headquarters Plaza, Suite 333 Morristown NJ 07960 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 4/1/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Data collection, running illustrations, preparing applications, servicing Name: TRUSTED AMERICAN INSURANCE AGENCY (TAIA) POSITION: Employer NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2024 ADDRESS: 201 Creekside Ridge Ct, Ste 200, Roseville CA 95678 DESCRIPTION: None Name: SYNTHESIS WEALTH PLANNING, LLC (DE) POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2026 ADDRESS: 161 Madison Ave, Suite 200, Morristown NJ 07960, United States DESCRIPTION: Financial advisory

Exams

• S66 Uniform Combined State Law Examination
  2006-03-31

Designations

• Certified Financial Planner