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Robert James Carlyon

SYNTAL CAPITAL PARTNERS, LLC·MIDLAND, Texas
Clean recordSYNTAL CAPITAL PARTNERS, LLC
1901 HERITAGE BLVD, MIDLAND, TX 79707CRD# 2108738Firm CRD# 161954

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert James Carlyon · MIDLAND, TX
Registration
CRD #2108738 · SYNTAL CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert James Carlyon is a registered financial advisor based in MIDLAND, Texas, affiliated with SYNTAL CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SYNTAL CAPITAL PARTNERS, LLC
SYNTAL CAPITAL PARTNERS, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: WRAP PROGRAM FEE
Regulatory
SEC/IARD CRD# 2108738
Firm CRD# 161954
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Carlyon offer?
Robert James Carlyon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIDLAND, Texas for a consultation.
What are Robert James Carlyon's credentials?
Robert James Carlyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Carlyon located?
Robert James Carlyon 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 Robert James Carlyon charge for services?
Robert James Carlyon'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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