Janyl
Smith

Singer Wealth Advisors LLC

CRD#6857179
Investment Advisor
in Boca Raton, FL

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About this Advisor

Janyl Smith is a financial advisor who works out of Boca Raton, Florida with 2 years of industry experience. Smith works at Singer Wealth Advisors LLC. Smith has gained experience at Morgan Stanley, The Travelers Companies, Inc, Investor Rights Clinic, University Of Miami, United States Courts, American Civil Liberties Union Of Florida, Glasser & Kleppin, P.A, Rosenblum Financial Group, Inc, Reva Brown & Associates, P.A, South University, Nova Southeastern University Shepard Broad College Of Law, University Of Miami School Of Law, Morgan Stanley Private Bank, National Association, Singer Wealth Advisors, Inc, Singer Wealth Advisors LLC and Bar Exam/Unemployed. Smith holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Singer Wealth Advisors LLC is a firm that has its headquarters in Boca Raton, FL. The firm has offices in three locations and a total of 15 financial advisors. It controls $342 million in assets under management between its 1,171 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,171 client accounts, 29% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Singer Wealth Advisors LLC likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

1515 S. Federal Highway Suite 211
Boca Raton, FL 33432

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Singer Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$341,651,154

FL Average: $1,855,561,029
Total Number of Employees

15

FL Average: 62
Total Number of Accounts

1,171

FL Average: 2,474
Average Account Size

$291,760

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Janyl Smith Work History

Janyl has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Singer Wealth Advisors, Inc

2019 - Present (5 years)

Singer Wealth Advisors LLC

2018 - 2019 (1 year)

Morgan Stanley

2017 - 2018 (1 year)

Morgan Stanley

2017 - 2019 (2 years)

Morgan Stanley Private Bank, National Association

2017 - 2017 (< 1 year)

Bar Exam/Unemployed

2016 - 2016 (< 1 year)

The Travelers Companies, Inc

2016 - 2016 (< 1 year)

Investor Rights Clinic

2015 - 2016 (1 year)

University Of Miami

2015 - 2015 (< 1 year)

United States Courts

2015 - 2015 (< 1 year)

American Civil Liberties Union Of Florida

2014 - 2017 (3 years)

University Of Miami School Of Law

2013 - 2014 (1 year)

Glasser & Kleppin, P.A

2013 - 2013 (< 1 year)

Reva Brown & Associates, P.A

2013 - 2014 (1 year)

Nova Southeastern University Shepard Broad College Of Law

2011 - 2013 (2 years)

Rosenblum Financial Group, Inc

2010 - 2013 (3 years)

South University

*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 Janyl Smith 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

John Hutchins
Boca Raton, FL
Roy Humphrey
Miami, FL
Matthew Binder
Boca Raton, FL
Avis Burwasser
Boca Raton, FL
Charles Landry
Boca Raton, FL
Brett Maggard
Boca Raton, FL
Brandon Judas
Boca Raton, FL
Janyl Smith
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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