Unclaimed Profile

Howard Edward Singer

SINGER POTITO ASSOCIATES INC·AMHERST, Massachusetts

Series 6, Series 7, Series 63Clean record21 years registeredSINGER POTITO ASSOCIATES INC

9 RESEARCH DRIVE, SUITE #1, AMHERST, MA 01002CRD# 2075159Firm CRD# 109217

Profile Verification

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

Identity

Howard Edward Singer · AMHERST, MA

Registration

CRD #2075159 · 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 – Sep 2024

AMHERST, MA

SINGER POTITO ASSOCIATES INC

Oct 2004 – Oct 2013

AMHERST, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

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 Howard Edward Singer offer?

Howard Edward Singer specializes in Financial Planning, Investment Management, Wealth Management.

What are Howard Edward Singer's credentials?

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

Where is Howard Edward Singer located?

Howard Edward Singer is based in AMHERST, Massachusetts, last registered with SINGER POTITO ASSOCIATES INC.

How does Howard Edward Singer charge for services?

Howard Edward 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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