Supreme Alliance
47yrs
Top advisor by experience in Charlotte
39yrs
Stuart Singer
Full name on record: Stuart Michael Singer
Financial advisor at Janney Montgomery Scott
Stuart Singer has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After three years at UBS Financial Services, Stuart joined Janney Montgomery Scott in 2004, a firm offering financial planning, investment management, and retirement plan consulting. Janney Montgomery Scott reports being paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 2% by experience in Charlotte
Office4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?2 states
Services through Janney Montgomery Scott
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowJanney Montgomery Scott LLCCurrent firm
- 2000 – 2003UBS Financial Services Inc.Previously
Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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 Stuart
How do I contact Stuart?
Call Janney Montgomery Scott at 215-665-6000 and ask for Stuart Singer. Stuart works from the Charlotte, NC office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 1987, about 39 years. Top 2% by experience in Charlotte.
What licenses does Stuart hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Stuart 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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