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Stephen Michael Spurrier

SYNERGY FINANCIAL GROUP LLC·TOWSON, Maryland
SIE, Series 6, Series 26, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SFG WEALTH MANAGEMENT, LLC
CRD 285785 · SEC 801-108748
AUM
$556M
Regulatory assets under management
Employees
16
1,806 client accounts
Services offered by SFG WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SFG WEALTH MANAGEMENT, LLC →
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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

Kenneth William Pegher
TOWSON, MD
Lawrence Nelson Leitch
TOWSON, MD
ChFC

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