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Kyle Singer

2 Years of Experience
Gilbert, AZ
1 DisclosureBroker

Kyle Singer is a registered investment advisor at Cetera Investment Advisers LLC, based in Gilbert, AZ, with 2 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

313 N Gilbert Rd Suite 200, Gilbert, AZ, 85234

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History

Regulatory History (1)
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Financial
May 2021
Final
Other Business Activities

Kyle is a statutory agent for Singer Family Ties LLC, which was created for trust purposes and to separate ownership of an RV co-purchased with his father. Kyle spends minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2026 - Present · 4 mos
Cetera Wealth Services, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Edward Jones
July 2024 - April 2026 · 1 yr 9 mos
Edward JonesBroker
May 2024 - April 2026 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
September 2023 - April 2024 · 7 mos
State Registrations6 states
AZCAIAKSMOTX
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.
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