Unclaimed Profile

David Lackore

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida

SIE, Series 7, Series 66Clean record18 years registeredCYNDEO WEALTH PARTNERS, LLC

200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 5174392Firm CRD# 307781

Profile Verification

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

Identity

David Lackore · ST. PETERSBURG, FL

Registration

CRD #5174392 · CYNDEO WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CYNDEO WEALTH PARTNERS

Jun 2020 – present

UBS FINANCIAL SERVICES INC.

Feb 2012 – Jul 2020

ST. PETERSBURG, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2008 – Feb 2012

SAINT PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 26, 2008

Years registered · 18

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 David Lackore offer?

David Lackore specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are David Lackore's credentials?

David Lackore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lackore located?

David Lackore 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 David Lackore charge for services?

David Lackore'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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