Unclaimed Profile

Nathan James Johnson

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida

SIE, Series 7, Series 66Clean record10 years registeredCYNDEO WEALTH PARTNERS, LLC

200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 6564369Firm CRD# 307781

Profile Verification

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

Identity

Nathan James Johnson · ST. PETERSBURG, FL

Registration

CRD #6564369 · CYNDEO WEALTH PARTNERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CYNDEO WEALTH PARTNERS, LLC

CYNDEO WEALTH PARTNERS

Jun 2020 – Jan 2023

ST. PETERSBURG, FL

UBS FINANCIAL SERVICES INC.

Feb 2016 – Jul 2020

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 19, 2016

Years registered · 10

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 Nathan James Johnson offer?

Nathan James Johnson specializes in Financial Planning, Investment Management.

What are Nathan James Johnson's credentials?

Nathan James Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan James Johnson located?

Nathan James Johnson is based in ST. PETERSBURG, Florida, last registered with CYNDEO WEALTH PARTNERS, LLC.

How does Nathan James Johnson charge for services?

Nathan James Johnson'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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