Kurt Stein

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

• 07/2001 → 03/2018
  Merrill, Lynch, Pierce, Fenner & Smith, Inc.
  Philadelphia, PA
• 12/2009 → 03/2018
  Bank Of America, Na
  Philadelphia, PA
• 03/2018 → 03/2019
  National Securities Corp
  New York, NY
• 03/2018 → 03/2019
  National Asset Management
  New York, NY
• 03/2019 → 04/2019
  Palladium Capital Advisors, Llc
  New York, NY
• 04/2019 → 11/2023
  Quint Capital- Dba Skymount Capital
  New York, NY
• 12/2023 → Present
  Self - Employed
  New York, NY
• 10/2024 → Present
  Singer Wealth Advisors Llc
  Boca Raton, FL

Previous Registrations

• 2019-07-26 → 2023-11-22
  Quint Capital Corporation
  New York, NY
• 2018-03-19 → 2019-03-20
  B. Riley Wealth Advisors, Inc.
  New York, NY
  New York, NY
• 2007-07-31 → 2018-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Philadelphia, PA
  Paramus, NJ

Other Businesses

2019 to present Skymount LLC I will be providing various Fundraising, Job Placement and Administrative services to religious organizations as a consultant, as needed. I will be compensated for each of these engagements, which will be determined on a case-by-case basis. This activity is not securities related at all and did not involve any Clients whatsoever. In consideration for the rendering of these services, the clients will make payment to Skymount LLC. I am the Managing Member of Skymount LLC. 1/2/2020 Aandar, SaddleBrook NY. Provides referrals to Aandar which is a mortgage broker. This is a non-investment related activity and it is only done on an occasional basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-20
• S63 Uniform Securities Agent State Law Examination
  1998-12-08

Other Names

• Kurt Anthony Stein