Avis
Burwasser
Singer Wealth Advisors LLC
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About this Advisor
Avis Burwasser is a financial advisor who works out of Boca Raton, Florida who has 2 years of industry experience. Burwasser is on the advisory team at Singer Wealth Advisors LLC. During their career, the advisor has held roles at Merrill Lynch Pierce Fenner & Smith, Na, Singer Wealth Advisors, Singer Wealth Advisors Inc and Singer Wealth Advisors LLC. Burwasser has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Florida. Singer Wealth Advisors LLC is a registered investment business that has its headquarters in Boca Raton, FL. It has offices in three locations and a total of 15 people on staff. It oversees $342 million in total assets among its 1,171 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,171 client accounts, 29% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely are based on the services provided. However, fee types billed by Singer Wealth Advisors LLC can be comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Avis Burwasser Work History
Avis has been registered as a financial advisor for 2 years.*
Singer Wealth Advisors LLC
Singer Wealth Advisors Inc
Singer Wealth Advisors
Na
Merrill Lynch Pierce Fenner & Smith
*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 Avis Burwasser 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.
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