Singer Maxey Wealth Management

What changed

Advisor Andrew R. Singer moved from Merrill Lynch to Raymond James Financial Services as part of Singer Maxey Wealth Management; team produced $4.7M revenue and managed $450M.

Reported / discovered

Oct 12, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Bend, OR

Reported book

$450M

Reported team size

5 people

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.