Brett Michael Maggard
Investment Adviser Representative at Singer Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett Michael Maggard is an investment adviser representative with Singer Wealth Advisors LLC in Wesley Chapel, FL, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Brokers Financial and Prime Capital Investment Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bankers Life & CasualtyAug 2016 – Oct 2020Tarpon Springs, FL
- Angelo State UniversityAug 2015 – Dec 2017Angelo, TX
- Bankers Life SecuritiesJun 2018 – Oct 2020Tarpon Springs, FL
- Prime Capital Investment Advisors, LLCOct 2020 – Oct 2021Overland Park, KS
- Brokers International Financial ServicesJan 2022 – Dec 2022Urbandale, IA
- Singer Wealth Advisors, LLCDec 2022 – no end date reportedWesley Chapel, FL
- Maggard Wealth ManagementAug 2018 – no end date reportedWesley Chapel, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Singer Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Up to $1,000,0002.00%
- $1,000,001 and above1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Boca Raton, FL
- SEC file number:
- 801-122736
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Michael Maggard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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