Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
29yrs
Based in Boca Raton, Florida, Keith Singer is a fiduciary financial advisor with 29 years of industry experience. Keith has been with Singer Wealth Advisors since 2021; before that, Keith spent two years at Investacorp Advisory Services and eight years at Fortitude Advisory Group. Keith holds the CFP® designation.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top advisor by experience at Singer Wealth Advisors
Office1515 S. Federal Highway Suite 302, Boca Raton, FL 33432
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$930,365
Advisors at the firm23
States licensed ?2 states
Services through Singer Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowSinger Wealth Advisors LLCCurrent firm
- Jul 2016 – Apr 2018Investacorp Advisory Services Inc.Previously
- 2014 – 2022Singer Wealth Advisors Inc.Previously
- 2006 – 2015Fortitude Advisory Group L.L.C.Previously
- Apr 2001 – Aug 2002MSI Financial Services, Inc.Previously
Contact Keith
(561) 998-9985Singer Wealth Advisors main office 1515 S. Federal Highway Suite 302Boca Raton, FL 33432Office · Get directions YouTube channelSinger Wealth Advisors
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call Singer Wealth Advisors at (561) 998-9985 and ask for Keith Singer. Keith works from the Boca Raton, FL office.
How long has Keith been a financial advisor?
Keith has been in the industry since 1997, about 29 years. Top advisor by experience at Singer Wealth Advisors.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Singer Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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