AdvisorOS Directory
Claim Profile
TK

Thomas Marshall Kidwell

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida
Unclaimed Profile
200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 5118913Firm CRD# 307781
01

About

Thomas Marshall Kidwell is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with CYNDEO WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CYNDEO WEALTH PARTNERS, LLC
CYNDEO WEALTH PARTNERS
AUM
$2.0B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CYNDEO WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5118913
Firm CRD# 307781
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. PETERSBURG?

Browse all registered financial advisors in ST. PETERSBURG, Florida or claim this profile if it's yours.

Browse ST. PETERSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Marshall Kidwell offer?
Thomas Marshall Kidwell specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Thomas Marshall Kidwell's credentials?
Thomas Marshall Kidwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Marshall Kidwell located?
Thomas Marshall Kidwell 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 Thomas Marshall Kidwell charge for services?
Thomas Marshall Kidwell'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ST. PETERSBURG
Darian Woods Johnson — TCWP LLCDavid Jonathan Wages — MORGAN KEEGAN FUND MANAGEMENT, INC.Michael Glenn Willis — ONEFUND, LLCSteven Todd Johnson — ONEFUND, LLCRichard John Razook — RCH CAPITAL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile