Steven
Trachtenberg
Singer Wealth Advisors LLC
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About this Advisor
Steven Trachtenberg is a financial advisor based in Boca Raton, Florida, working with Singer Wealth Advisors LLC. Steven has previously held positions at Singer Wealth Management, Steve's Frozen Chillers, Singer Wealth Advisors Inc, Na, and Set Wealth Inc. Steven has passed the Series 65 regulatory exam and is registered to provide services in Florida, Georgia, and Pennsylvania. Currently, Steven is part of Singer Wealth Advisors LLC, which operates out of Boca Raton, Florida. The firm has 5 offices and 15 employees. The firm manages assets totaling $424.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Singer Wealth Advisors LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Singer Wealth Advisors LLC Brokerage Details
$424,595,205
15
1,442
$294,449
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Steven Trachtenberg Work History
Singer Wealth Advisors Inc
Singer Wealth Management
Na
Set Wealth Inc
Steve'S Frozen Chillers
Steve'S Frozen Chillers
Disclosures
Please visit the SEC profile of Steven Trachtenberg 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
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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