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Emily Marva Teran

THE CYNOSURE GROUP·SALT LAKE CITY, Utah
Unclaimed Profile
111 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111-1929CRD# 2907137Firm CRD# 281399
01

About

Emily Marva Teran is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with THE CYNOSURE GROUP. 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# 2907137
Firm CRD# 281399
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emily Marva Teran offer?
Emily Marva Teran specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Emily Marva Teran's credentials?
Emily Marva Teran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Marva Teran located?
Emily Marva Teran is based in SALT LAKE CITY, Utah, working with THE CYNOSURE GROUP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Emily Marva Teran charge for services?
Emily Marva Teran'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 THE CYNOSURE GROUP?
THE CYNOSURE GROUP 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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