Unclaimed Profile

David Reed Hunter

CYNOSURE MANAGEMENT, LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 63, Series 65, Series 66Clean record23 years registeredCYNOSURE MANAGEMENT, LLC

111 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111-1929CRD# 4562186Firm CRD# 281399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Reed Hunter · SALT LAKE CITY, UT

Registration

CRD #4562186 · CYNOSURE MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CYNOSURE GROUP, LLC

Jan 2023 – present

CYNOSURE ADVISORS

May 2018 – Jan 2019

SALT LAKE CITY, UT

CYNOSURE MANAGEMENT, LLC

May 2018 – Dec 2022

SALT LAKE CITY, UT

PARTNERS GROUP (USA) INC.

Dec 2014 – Dec 2015

BOUNTIFUL, UT

BEAR, STEARNS & CO. INC.

Jul 2003 – Jul 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · July 18, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CYNOSURE GROUP

CRD 281399 · SEC 801-107042

AUM

$4.9B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does David Reed Hunter offer?

David Reed Hunter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are David Reed Hunter's credentials?

David Reed Hunter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Reed Hunter located?

David Reed Hunter 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 David Reed Hunter charge for services?

David Reed Hunter'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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