DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Keith Eric Singer
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Nov 30, 2021
In the industry
29 y
since Sep 8, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Singer Wealth Advisors LLC independent RIA currentsince Nov 30, 2021 · Boca Raton, Fl
- Investacorp Advisory Services Inc formerJul 15, 2016 to Apr 19, 2018 · Boca Raton, Fl
- Singer Wealth Advisors Inc. formerJun 4, 2014 to Mar 1, 2022 · Boca Raton, Fl
- Fortitude Advisory Group L.L.C. independent RIANov 2, 2006 to Jan 29, 2015 · Gig Harbor, Wa
- Msi Financial Services, Inc. formerApr 10, 2001 to Aug 1, 2002 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- Singer Wealth Advisors Inc. to Investacorp Advisory Services Incleft Mar 1, 2022, registered Jul 15, 2016 (-2055 days) · Other
- Investacorp Advisory Services Inc to Singer Wealth Advisors LLCleft Apr 19, 2018, registered Nov 30, 2021 (1321 days) · Affiliated broker-dealer or bank to independent RIA
- Fortitude Advisory Group L.L.C. to Singer Wealth Advisors Inc.left Jan 29, 2015, registered Jun 4, 2014 (-239 days) · Other
- Msi Financial Services, Inc. to Fortitude Advisory Group L.L.C.left Aug 1, 2002, registered Nov 2, 2006 (1554 days) · Other
Signals
- Keith Eric Singer left Singer Wealth Advisors Inc. for Investacorp Advisory Services Inc (registered 2016-07-15)Mar 1, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address