Ariel
Moyano
Singer Wealth Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ariel Moyano is a financial advisor based out of Boca Raton, Florida with 1 year of relevant experience. Moyano currently works for Singer Wealth Advisors LLC. During their career, the advisor has held roles at Castle Wealth Managment, Mass Mutual, Office Depot, Credit Union Service Center, Towne Park, Papa Johns, College Student, High School Student and Singer Wealth Advisors LLC. Moyano has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Florida. Singer Wealth Advisors LLC is a registered investment company headquartered in Boca Raton, FL. The company has offices in three locations and a total of 15 advisors. It administers $342 million in total assets across its 1,171 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,171 client accounts, 29% are associated with high-net-worth individuals who have at least $1 million in investable assets. Singer Wealth Advisors LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services the firm provides the client. Fees charged by Singer Wealth Advisors LLC can consist of some combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Singer Wealth Advisors LLC Brokerage Details
$341,651,154
15
1,171
$291,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ariel Moyano Work History
Ariel has been registered as a financial advisor for 1 years.*
Singer Wealth Advisors LLC
Castle Wealth Managment
Mass Mutual
Office Depot
Credit Union Service Center
Towne Park
Papa Johns
College Student
High School Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ariel Moyano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Singer Wealth Advisors LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Miami, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
