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Spencer Peterson Eccles

THE CYNOSURE GROUP·SALT LAKE CITY, Utah
Series 65Clean record8 years registeredTHE CYNOSURE GROUP
111 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111-1929CRD# 6589570Firm CRD# 281399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Spencer Peterson Eccles · SALT LAKE CITY, UT
Registration
CRD #6589570 · THE CYNOSURE GROUP · 8 years registered
Brand Profile
Not yet started
01

Career History

CYNOSURE GROUP, LLC
Jan 2023 – present
CYNOSURE ADVISORS
Apr 2018 – Jan 2019
SALT LAKE CITY, UT
CYNOSURE MANAGEMENT, LLC
Apr 2018 – Dec 2022
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 6, 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 Spencer Peterson Eccles offer?
Spencer Peterson Eccles specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Spencer Peterson Eccles's credentials?
Spencer Peterson Eccles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer Peterson Eccles located?
Spencer Peterson Eccles 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 Spencer Peterson Eccles charge for services?
Spencer Peterson Eccles'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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Other Advisors at THE CYNOSURE GROUP

Andrew Robert Braithwaite
SALT LAKE CITY, UT
David Reed Hunter
SALT LAKE CITY, UT
Emily Marva Teran
SALT LAKE CITY, UT

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