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.
Janyl B Smith
- Title
- Investment Advisor Representativereportedsingerwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Singer Wealth Advisors LLC independent RIA currentsince Dec 22, 2025 · Boca Raton, Fl
- Singer Wealth Advisors Inc. formerFeb 4, 2019 to Mar 1, 2022 · Boca Raton, Fl
- Morgan Stanley wirehouseNov 29, 2017 to Jan 15, 2019 · Charlottesville, Va
- Singer Wealth Advisors Inc. to Singer Wealth Advisors LLCleft Mar 1, 2022, registered Dec 22, 2025 (1392 days) · channel change inside one enterprise, not a move · moved with a team
- Morgan Stanley to Singer Wealth Advisors Inc.left Jan 15, 2019, registered Feb 4, 2019 (20 days) · Wirehouse to independent RIA
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address