Spencer Eccles, financial advisor Salt Lake City UT

Spencer Eccles

CRD Number: 6589570
Current Firm: Cynosure Management, LLC

Spencer Eccles (CRD# 6589570) is an Investment Advisor Representative working at Cynosure Management, LLC in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cynosure Management Salt Lake City, UT Jul 2014 - Current 7
Longbow Holding Company, LLC Salt Lake City, UT Mar 2005 - Current 16
Governor's Office Of Economic Development, State Of Utah Salt Lake City, UT Sep 2009 - Jul 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Spencer P. Eccles
Phone Number: 801-521-3100
Registered State(s):
  • CA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    1,736
    MILLIONS
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $8,723,923
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY, TX, UT

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