Unclaimed Profile

Robert James Carlyon

SYNTAL CAPITAL PARTNERS, LLC·MIDLAND, Texas

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Series 99TOClean record27 years registeredSYNTAL 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 · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYNTAL CAPITAL PARTNERS, LLC

SYNTAL CAPITAL PARTNERS, LLC

Oct 2013 – Mar 2024

MIDLAND, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2004 – Oct 2013

AMARILLO, TX

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 1999 – Aug 2004

AMARILLO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Series 99TO

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNTAL CAPITAL PARTNERS, LLC

CRD 161954 · SEC 801-74778

AUM

$60M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Robert James Carlyon offer?

Robert James Carlyon specializes in Investment Management, Retirement Planning, Wealth Management.

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, last registered with SYNTAL CAPITAL PARTNERS, LLC.

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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