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Andrew Robert Braithwaite

CYNOSURE MANAGEMENT, LLC·SALT LAKE CITY, Utah
Series 63, Series 65, Series 79Clean record8 years registeredCYNOSURE MANAGEMENT, LLC
111 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111-1929CRD# 5668328Firm CRD# 281399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Robert Braithwaite · SALT LAKE CITY, UT
Registration
CRD #5668328 · CYNOSURE MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

CYNOSURE GROUP, LLC
Jan 2023 – present
CYNOSURE MANAGEMENT, LLC
Jan 2018 – Dec 2022
New York, NY
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Series 79
Registration record
First registered · January 23, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE CYNOSURE GROUP
CRD 281399 · SEC 801-107042
AUM
$4.9B
Regulatory assets under management
Employees
49
590 client accounts
Services offered by THE CYNOSURE GROUP
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THE CYNOSURE GROUP →
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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.
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Other Advisors at CYNOSURE MANAGEMENT, LLC

David Reed Hunter
SALT LAKE CITY, UT
Emily Marva Teran
SALT LAKE CITY, UT
Spencer Peterson Eccles
SALT LAKE CITY, UT

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