Unclaimed Profile

Stephen Andrew Ripic

CAPITAL SYNERGY PARTNERS, INC.·NEWPORT BEACH, California

SIE, Series 4, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record25 years registeredCAPITAL SYNERGY PARTNERS, INC.

4400 MACARTHUR BLVD., SUITE 850, NEWPORT BEACH, CA 92660CRD# 2663507Firm CRD# 148733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Andrew Ripic · NEWPORT BEACH, CA

Registration

CRD #2663507 · CAPITAL SYNERGY PARTNERS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

MSEC, LLC

Dec 2024 – present

MARINER

Dec 2024 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2020 – Dec 2024

Newport Beach, CA

CAPITAL SYNERGY PARTNERS

May 2011 – Dec 2019

IRVINE, CA

FINANCIAL WEST GROUP

Sep 2000 – Nov 2011

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 28, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL SYNERGY PARTNERS, INC.

CRD 148733 · SEC 801-117828

AUM

$99M

Regulatory assets under management

Employees

618 client accounts

Services offered by CAPITAL SYNERGY PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL SYNERGY PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Andrew Ripic offer?

Stephen Andrew Ripic specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Stephen Andrew Ripic's credentials?

Stephen Andrew Ripic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Andrew Ripic located?

Stephen Andrew Ripic is based in NEWPORT BEACH, California, working with CAPITAL SYNERGY PARTNERS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Stephen Andrew Ripic charge for services?

Stephen Andrew Ripic's firm is compensated through percentage of aum, hourly charges, subscription fees, other: csp receives third party referral, selection & monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL SYNERGY PARTNERS, INC.?

CAPITAL SYNERGY PARTNERS, INC. has approximately 21 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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