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Nathaniel Singer

3 Years of Experience
Sarasota, FL
BrokerSells Insurance

Nathaniel Singer is a registered investment advisor at Florida Financial Advisors, LLC, based in Sarasota, FL, with 3 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location

1680 Fruitville Rd, Suite 303, Sarasota, FL, 34236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nathaniel works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Florida Financial Advisors, LLC
September 2023 - Present · 2 yrs 8 mos
Trinity Wealth Securities, L.L.C.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2023 - August 2023 · 2 mos
E*trade Securities LLCBroker
January 2023 - August 2023 · 7 mos
State Registrations4 states
FLLATXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.