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Stephen Michael Spurrier

SYNERGY FINANCIAL GROUP LLC·TOWSON, Maryland
Clean recordSYNERGY FINANCIAL GROUP LLC
401 WASHINGTON AVENUE, TOWSON, MD 21204CRD# 2150350Firm CRD# 285785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Michael Spurrier · TOWSON, MD
Registration
CRD #2150350 · SYNERGY FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Michael Spurrier is a registered financial advisor based in TOWSON, Maryland, affiliated with SYNERGY FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SFG WEALTH MANAGEMENT, LLC
SFG WEALTH MANAGEMENT
AUM
$556M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SFG WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2150350
Firm CRD# 285785
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Michael Spurrier offer?
Stephen Michael Spurrier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOWSON, Maryland for a consultation.
What are Stephen Michael Spurrier's credentials?
Stephen Michael Spurrier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Spurrier located?
Stephen Michael Spurrier is based in TOWSON, Maryland, working with SYNERGY FINANCIAL GROUP LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Stephen Michael Spurrier charge for services?
Stephen Michael Spurrier'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 SYNERGY FINANCIAL GROUP LLC?
SYNERGY FINANCIAL GROUP LLC has approximately 16 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYNERGY FINANCIAL GROUP LLC

Christina Marie Horchar
TOWSON, MD
Kenneth William Pegher
TOWSON, MD
Lawrence Nelson Leitch
TOWSON, MD

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Research
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