Unclaimed Profile

Ann Terry Singer

SINGER POTITO ASSOCIATES INC·AMHERST, Massachusetts

Clean record21 years registeredSINGER POTITO ASSOCIATES INC

9 RESEARCH DRIVE, SUITE #1, AMHERST, MA 01002CRD# 4871194Firm CRD# 109217

Profile Verification

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

Identity

Ann Terry Singer · AMHERST, MA

Registration

CRD #4871194 · SINGER POTITO ASSOCIATES INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SINGER POTITO ASSOCIATES INC

WEST BRANCH CAPITAL LLC

Nov 2013 – Jan 2018

AMHERST, MA

SINGER POTITO ASSOCIATES INC

Oct 2004 – Oct 2013

AMHERST, MA

Registrations & Exams

Registration record

First registered · October 18, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SINGER POTITO ASSOCIATES INC

CRD 109217 · SEC 801-41918

AUM

$180M

Regulatory assets under management

Employees

277 client accounts

Services offered by SINGER POTITO ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SINGER POTITO ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Ann Terry Singer offer?

Ann Terry Singer specializes in Financial Planning, Investment Management, Wealth Management.

What are Ann Terry Singer's credentials?

Ann Terry Singer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Terry Singer located?

Ann Terry Singer is based in AMHERST, Massachusetts, last registered with SINGER POTITO ASSOCIATES INC.

How does Ann Terry Singer charge for services?

Ann Terry Singer'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 POTITO ASSOCIATES INC?

SINGER POTITO ASSOCIATES INC has approximately 3 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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