KS
KS

Kurt Stein

25 Years of Experience
3 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
781 clients
Average Client Portfolio
$731K average
Assets Under Management
$571.2M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2021
Settled
Customer Dispute
December 2019
Settled
Customer Dispute
August 2010
Settled
Other Business Activities

Kurt is the Managing Member of Skymount LLC, providing fundraising, job placement, and administrative services to religious organizations. He also provides occasional referrals to Aandar, a mortgage broker.

Employment History
Current Registrations
Singer Wealth Advisors LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Quint Capital CorporationBroker
September 2019 - November 2023 · 4 yrs 2 mos
Quint Capital Management
July 2019 - November 2023 · 4 yrs 4 mos
Palladium Capital Advisors, LLCBroker
March 2019 - October 2019 · 7 mos
National Asset Management, INC.
March 2018 - March 2019 · 1 yr
National Securities CorporationBroker
March 2018 - March 2019 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - March 2018 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2001 - March 2018 · 16 yrs 8 mos
Goldman, Sachs & CO.Broker
March 1999 - June 2001 · 2 yrs 3 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.