Unclaimed Profile

Adam Scott Hess

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida

SIE, Series 7, Series 63, Series 65Clean record8 years registeredCYNDEO WEALTH PARTNERS, LLC

200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 6798078Firm CRD# 307781

Profile Verification

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

Identity

Adam Scott Hess · ST. PETERSBURG, FL

Registration

CRD #6798078 · CYNDEO WEALTH PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

CYNDEO WEALTH PARTNERS

Jun 2020 – present

UBS FINANCIAL SERVICES INC.

Oct 2017 – Jul 2020

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 13, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYNDEO WEALTH PARTNERS, LLC

CRD 307781 · SEC 801-118839

AUM

$2.0B

Regulatory assets under management

Employees

3,924 client accounts

Services offered by CYNDEO WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CYNDEO WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Scott Hess offer?

Adam Scott Hess specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Adam Scott Hess's credentials?

Adam Scott Hess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Scott Hess located?

Adam Scott Hess is based in ST. PETERSBURG, Florida, working with CYNDEO WEALTH PARTNERS, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Adam Scott Hess charge for services?

Adam Scott Hess's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CYNDEO WEALTH PARTNERS, LLC?

CYNDEO WEALTH PARTNERS, LLC has approximately 20 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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