Unclaimed Profile

Neil Robert Sosler

SINGER & XENOS INC·CORAL GABLES, Florida

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record22 years registeredSINGER & XENOS INC

800 S DOUGLAS RD, CORAL GABLES, FL 33134CRD# 4205566Firm CRD# 106445

Profile Verification

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

Identity

Neil Robert Sosler · CORAL GABLES, FL

Registration

CRD #4205566 · SINGER & XENOS INC · 22 years registered

Brand Profile

Not yet started

Career History

MARINER

Jun 2019 – present

SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT

May 2004 – Jun 2019

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 12, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SINGER & XENOS INC

CRD 106445 · SEC 801-38344

AUM

$1.4B

Regulatory assets under management

Employees

2,144 client accounts

Services offered by SINGER & XENOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SINGER & XENOS INC →

Introduction

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Frequently Asked Questions

What services does Neil Robert Sosler offer?

Neil Robert Sosler specializes in Financial Planning, Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are Neil Robert Sosler's credentials?

Neil Robert Sosler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Neil Robert Sosler located?

Neil Robert Sosler is based in CORAL GABLES, Florida, working with SINGER & XENOS INC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Neil Robert Sosler charge for services?

Neil Robert Sosler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SINGER & XENOS INC?

SINGER & XENOS INC has approximately 16 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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