Brandon Singer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/2015 → Present
  Freedom Financial Group, Llc
  Clermont, FL
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Clermont, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Lakeland, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Orlando, FL
  Carmel, IN
  Clermont, FL
  Lakeland, FL
  Tampa, FL
• 2008-10-14 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Evansville, IN
  Carmel, IN
  Carmel, IN
  Orlando, FL
  Carmel, IN
  Orlando, FL

Other Businesses

1. BRAX CAPITAL, LLC POSITION: Co-Founder NATURE: LLC Real Estate Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/04/2023 ADDRESS: 15799 Turkey Island Cir, Winter Garden FL 34787, United States DESCRIPTION: Identify properties to purchase, Ensure Rental Rate is competitive, and obtain mortgage financing for properties. Work with state and local agencies for farm and forestry management practices. 2. ADVISORINTEL POSITION: CEO NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: 15799 Turkey Island Cir, Winter Garden FL 34787, United States DESCRIPTION: I am the founder of AdvisorIntel, a software company that provides practice management dashboards and reporting tools for financial advisory firms. The platform helps advisors track production goals, referral activity, and business development metrics. My duties include software development, product design, and general business operations. AdvisorIntel does not provide investment advice, execute transactions, or hold client funds. It is strictly a business analytics and reporting tool. 3. FREEDOM FINANCIAL GROUP, LLC POSITION: Managing Member conducting securities investment advisory and insurance business under this business name. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 7301 US Hwy 98 N, Lakeland FL 33809, United States DESCRIPTION: sales and marketing of securities investment advisory and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2008-10-13

Designations

• Certified Financial Planner