Marc Singer, CFP®

Director & Senior Wealth Advisor
Miami, Florida

Designations and Licenses

Marc is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Marc focuses on providing strategic financial advice and innovative wealth planning solutions for families. Prior to joining Mariner Wealth Advisors, he was a co-founding partner of Singer Xenos Wealth Management, which was acquired by Mariner Wealth Advisors in 2019.

He has a Bachelor of Business Administration degree and a Master of Business Administration degree, both from Florida International University.

Accolades

Marc has received the following rankings: Financial Times (FT) 300: Top RIAs in 2015 and in 2017. He was ranked #21 in Florida on Barron’s Top 1200 Advisors by State in 2019.

He has been interviewed and quoted by The Wall Street Journal, Medical Economics and USA Today.

Personal Interests

Marc enjoys financially supporting numerous philanthropic organizations. He volunteers by mentoring business students on career decisions and business ideas and offers financial counseling for young married couples who are just starting out. He has a strong personal interest in investing in early stage life science companies developing breakthrough medical technology.

Marc’s Office

Marc Singer was named in the Financial Times 300 Top Registered Investment Advisers in 2015 and 2017. Financial Times examined the database of RIAs registered with the US Securities and Exchange Commission and selected those that reported to the SEC that they had $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input. The FT invited qualifying RIA companies — more than 1,500 — to complete a lengthy application that provided more information. This was added to their own research into firm practices, including data from regulatory filings. Some 520 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. Assets under management and asset growth, combined, comprised roughly 80 to 85 per cent of each adviser’s score. Additionally, the FT caps the number of companies from any one state. The cap is roughly based on the distribution of millionaires across the US. The research was conducted on behalf of the Financial Times by Ignites Distribution Research, a Financial Times sister publication. For additional information visit www.ft.com

Barron’s 2019 Top 1200 Advisors by State – In 2019, Marc Singer was ranked #21 in Florida in America’s Top 1,200 Financial Advisors. Barron’s Top 1,200 Financial Advisors ranking draws from all 50 states, plus the District of Columbia and includes private-wealth advisors of all stripes from independent who own and operate their own practices to advisors from the Wall Street firms. This special report lists the top advisors in each state, with the number of ranking sports determined by each state’s population and wealth. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Barron’s uses three major components to rank advisers: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. Investment performance isn’t an explicit criterion, since clients’ investment objective differ.  For additional information visit www.barrons.com.

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