Matthew
Binder
Singer Wealth Advisors LLC
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About this Advisor
Matthew Binder is a financial advisor based out of Boca Raton, Florida who has 2 years of relevant experience. Binder is on the advisory team at Singer Wealth Advisors LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Express, Millersville University, Bank Of America, N.A, Citizens Securities, Inc and Singer Wealth Advisors LLC. Binder maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, New Jersey and Pennsylvania. Singer Wealth Advisors LLC is an advisory company operating out of Boca Raton, FL. It has offices in three locations and a total of 15 employees. It manages $342 million in assets across its 1,171 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,171 customer accounts, 29% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Singer Wealth Advisors LLC offers a diverse assortment of services, such as 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 are based on the type of financial services offered. Fees charged by Singer Wealth Advisors LLC can include 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
Matthew Binder Work History
Matthew has been registered as a financial advisor for 2 years.*
Singer Wealth Advisors LLC
Citizens Securities, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Express
Millersville 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 Matthew Binder 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
Miami, FL
Boca Raton, FL
Boca Raton, 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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