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CYNDEO WEALTH PARTNERS, LLC
CYNDEO WEALTH PARTNERS, LLC
CYNDEO WEALTH PARTNERS
ST. PETERSBURG, Florida
·
8 registered advisors
·
CRD# 307781
SEC# 801-118839
4
(727) 472-3700
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CYNDEO WEALTH PARTNERS, LLC
8 registered advisors
Adam Scott Hess
ST. PETERSBURG, Florida
CRD# 6798078
Christopher Ryan Quinty
ST. PETERSBURG, Florida
CRD# 5905652
David Lackore
ST. PETERSBURG, Florida
CRD# 5174392
Eric Michael Branson
ST. PETERSBURG, Florida
CRD# 2545605
Nathan James Johnson
ST. PETERSBURG, Florida
CRD# 6564369
Peter Frantzis
ST. PETERSBURG, Florida
CRD# 4614519
Solomon Matthews Kilgroe
ST. PETERSBURG, Florida
CRD# 2129979
Thomas Marshall Kidwell
ST. PETERSBURG, Florida
CRD# 5118913
05
Office Locations
ST. PETERSBURG, Florida
8 advisors
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Data sourced from SEC Form ADV filings. CYNDEO WEALTH PARTNERS, LLC (CRD# 307781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.