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Chad Lafate Clary

SYNTAL CAPITAL PARTNERS, LLC·MIDLAND, Texas
Series 3, Series 6, Series 7, Series 30, Series 31, Series 63, Series 65Clean record27 years registeredSYNTAL CAPITAL PARTNERS, LLC
1901 HERITAGE BLVD, MIDLAND, TX 79707CRD# 3076750Firm CRD# 161954

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Lafate Clary · MIDLAND, TX
Registration
CRD #3076750 · SYNTAL CAPITAL PARTNERS, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

AMERICANA PARTNERS, LLC
Jan 2024 – present
SYNTAL CAPITAL PARTNERS, LLC
May 2012 – Apr 2025
MIDLAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jan 1999 – May 2012
MIDLAND, TX
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 30
Series 31
Series 63
Series 65
Registration record
First registered · January 12, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SYNTAL CAPITAL PARTNERS, LLC
CRD 161954 · SEC 801-74778
AUM
$60M
Regulatory assets under management
Employees
1
5 client accounts
Services offered by SYNTAL CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SYNTAL CAPITAL PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Chad Lafate Clary offer?
Chad Lafate Clary specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIDLAND, Texas for a consultation.
What are Chad Lafate Clary's credentials?
Chad Lafate Clary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Lafate Clary located?
Chad Lafate Clary is based in MIDLAND, Texas, working with SYNTAL CAPITAL PARTNERS, LLC. Their office serves clients in the MIDLAND metropolitan area and surrounding communities.
How does Chad Lafate Clary charge for services?
Chad Lafate Clary's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: wrap program fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNTAL CAPITAL PARTNERS, LLC?
SYNTAL CAPITAL PARTNERS, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYNTAL CAPITAL PARTNERS, LLC

Dane Edward Crunk
MIDLAND, TX
Robert James Carlyon
MIDLAND, TX

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