Unclaimed Profile

Steven Eric Trachtenberg

SINGER WEALTH ADVISORS LLC·BOCA RATON, Florida

Clean recordSINGER WEALTH ADVISORS LLC

1515 S. FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 6995521Firm CRD# 317218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Eric Trachtenberg · BOCA RATON, FL

Registration

CRD #6995521 · SINGER WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Eric Trachtenberg is a registered financial advisor based in BOCA RATON, Florida, affiliated with SINGER WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SINGER WEALTH ADVISORS LLC

AUM

$503M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SINGER WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6995521

Firm CRD# 317218

View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Eric Trachtenberg offer?

Steven Eric Trachtenberg specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Steven Eric Trachtenberg's credentials?

Steven Eric Trachtenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Eric Trachtenberg located?

Steven Eric Trachtenberg is based in BOCA RATON, Florida, working with SINGER WEALTH ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Steven Eric Trachtenberg charge for services?

Steven Eric Trachtenberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SINGER WEALTH ADVISORS LLC?

SINGER WEALTH ADVISORS LLC has approximately 14 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →