Unclaimed Profile

Eric Michael Branson

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida

SIE, Series 7, Series 6329 years registeredCYNDEO WEALTH PARTNERS, LLC

200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 2545605Firm CRD# 307781

Profile Verification

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

Identity

Eric Michael Branson · ST. PETERSBURG, FL

Registration

CRD #2545605 · CYNDEO WEALTH PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

CYNDEO WEALTH PARTNERS

Jun 2020 – present

UBS FINANCIAL SERVICES INC.

Jul 2012 – Jul 2020

ST. PETERSBURG, FL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2012

ST. PETERSBURG, FL

CITIGROUP GLOBAL MARKETS INC.

Jun 2008 – Jun 2009

ST. PETERSBURG, FL

RAYMOND JAMES & ASSOCIATES, INC.

Aug 1996 – Jun 2008

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 29, 1996

Years registered · 29

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Eric Michael Branson offer?

Eric Michael Branson specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Eric Michael Branson's credentials?

Eric Michael Branson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Michael Branson located?

Eric Michael Branson 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 Eric Michael Branson charge for services?

Eric Michael Branson'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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