Claim Profile
AB

Andrew Robert Braithwaite

CYNOSURE MANAGEMENT, LLC·SALT LAKE CITY, Utah
Unclaimed Profile
111 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111-1929CRD# 5668328Firm CRD# 281399
01

About

Andrew Robert Braithwaite is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with CYNOSURE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
THE CYNOSURE GROUP
CYNOSURE GROUP, LLC
AUM
$4.9B
Regulatory assets under management
Employees
49
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5668328
Firm CRD# 281399
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

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 Andrew Robert Braithwaite offer?
Andrew Robert Braithwaite specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Andrew Robert Braithwaite's credentials?
Andrew Robert Braithwaite is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Robert Braithwaite located?
Andrew Robert Braithwaite is based in SALT LAKE CITY, Utah, working with CYNOSURE MANAGEMENT, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Andrew Robert Braithwaite charge for services?
Andrew Robert Braithwaite's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYNOSURE MANAGEMENT, LLC?
CYNOSURE MANAGEMENT, LLC has approximately 49 employees and manages $4.9B 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 →
Browse by specialty