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Advisors / Florida / Clermont
18yrs

Brandon Singer

Financial advisor at Osaic Wealth

Brandon Singer has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Clermont, Florida. Brandon has been with Osaic Wealth since 2018; before that, Brandon spent two years at Signator Investors and eight years at Transamerica Financial Advisors. Brandon holds the CFP® designation.

One of 69 advisors with offices in Clermont, and one of 65 fiduciaries.

Clermont, FL 34711CFP®Fiduciary advisor
Call Osaic WealthDirections

At a glance

Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors in Florida
Office2580 E Highway 50, Clermont, FL 34711
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement 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.

Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
    Osaic Wealth, Inc.Current firm
  2. 2016 – 2018
    Signator Investors, Inc.Previously
  3. 2008 – 2016

Questions to ask Brandon

Tailored to Brandon’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Brandon

How do I contact Brandon?

Call Osaic Wealth at (800) 821-5100 and ask for Brandon Singer. Brandon works from the Clermont, FL office.

How long has Brandon been a financial advisor?

Brandon has been in the industry since 2008, about 18 years. More experience than 56% of advisors in Florida.

What licenses does Brandon hold?

Series 66. Tap any license on this page to see what it allows.

Is Brandon a fiduciary?

Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brandon paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brandon 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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