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Daniel J Montano

Singer Wealth Advisors LLC

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About Daniel J Montano

Daniel Montano is a financial advisor with Singer Wealth Advisors LLC. Daniel is registered with the state of Florida and has been in the industry since December of 2016. Daniel works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Daniel provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Daniel Montano is currently registered with Singer Wealth Advisors LLC. Singer Wealth Advisors LLC is an investment advisory firm headquartered in Boca Raton, Florida. With a team of 12 licensed agents and 16 investment advisor representatives, the firm manages over $571 million in assets for approximately 1,733 accounts. They specialize in financial planning, pension consulting, and educational seminars, and offer a range of services to both individuals and businesses.
Singer Wealth Advisors LLC

1515 S. FEDERAL HIGHWAY

BOCA RATON, FL 33432

$571.23M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Montano’s Registration & Firm History

FL

04/05/2024 - Present

Singer Wealth Advisors LLC (BOCA RATON FL)

FL

09/01/2023 - 03/11/2024

PRINCIPAL SECURITIES, INC. (Tampa FL)

FL

12/13/2016 - 08/25/2023

BANKERS LIFE SECURITIES, INC. (Clearwater FL)

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Licenses & Designations

IA

Issued 03/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel J Montano.
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