Charles Landry

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

• 07/2018 → 08/2020
  Marcos Pizza
  Boynton Beach, FL
• 08/2014 → 06/2018
  Suncoast High School
  Riviera Beach, FL
• 06/2018 → 07/2019
  Florida Atlantic University
  Boca Raton, FL
• 08/2019 → 05/2022
  Florida State University
  Tallahassee, FL
• 05/2021 → 07/2022
  Singer Wealth Advisors, Llc
  Boca Raton, FL
• 07/2022 → Present
  Singer Wealth Advisors, Llc
  Boca Raton, FL
• 01/2024 → Present
  Clfinancial Llc
  Boynton Beach, FL

Other Businesses

Insurance Agent, investment related, 1515 S Federal Hwy #302 Boca Raton FL 33432, sale of insurance products and services to clients as needed, 10/2022, approx 80 hours per month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed. Owner & Manager of CLFinancial, LLC - Paid commissions from Insurance Agent activities listed above.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-22

Other Names

• Charles Landry