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David Rocci Friedland

Singer Wealth Advisors LLC

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About David Rocci Friedland

David Rocci Friedland is an investment advisor representative at Singer Wealth Advisors LLC, a firm that offers financial planning, pension consulting, and portfolio management services to individuals and businesses. David is licensed to provide investment advice in Florida, and he is a registered investment advisor representative (IAR) in the state. David has worked in the financial services industry since 2005.

Firm Information

David Friedland 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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David Friedland’s Registration & Firm History

FL

11/26/2023 - Present

Singer Wealth Advisors LLC (Aventura FL)

IL

12/15/2014 - 08/25/2020

303 ALTERNATIVES, LLC (CHICAGO IL)

FL

10/17/2008 - 12/18/2012

EQUITY STATION, INC. (BOCA RATON FL)

FL

10/10/2005 - 07/16/2007

EQUITY STATION, INC. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 11/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Rocci Friedland.
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