AdvisorOS Directory
Claim Profile
SS

Stephen Michael Spurrier

SYNERGY FINANCIAL GROUP LLC·TOWSON, Maryland
Unclaimed Profile
401 WASHINGTON AVENUE, TOWSON, MD 21204CRD# 2150350Firm CRD# 285785
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TOWSON?

Browse all registered financial advisors in TOWSON, Maryland or claim this profile if it's yours.

Browse TOWSON 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TOWSON
Kenneth William Pegher — SFG WEALTH MANAGEMENT, LLCLindsay Dyson Dryden — BLACK DIAMOND FINANCIAL, LLCScott John Liotta — LANE FIVE CAPITAL MANAGEMENT LPThomas Louis Schmidt — TLS ADVISORY SERVICES, INC.Christina Marie Horchar — SFG WEALTH MANAGEMENT, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile