Capital Synergy Partners

Capital Synergy Partners (CRD# 148733) is a financial advisory firm headquartered in Newport Beach, CA. They manage $60,209,318 in 423 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $142,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, DC, FL, GA, IA, ID, IN, LA, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TX, WI

Financial Advisors at Capital Synergy Partners
Showing 1 - 10 of 31 top financial advisors.
1
Ronald J. Blau
CRD#: 3043949
14201 N 87th St #c131, Scottsdale, AZ 85260
98
Wealthminder
score

Ronald Blau (CRD# 3043949) is an Investment Advisor Representative working at Capital Synergy Partners in Scottsdale, AZ and has over 19 years of experience in the finance industry.

2
Allen F. Regehr
CRD#: 2766080
4400 Macarthur Blvd., Suite 850, Newport Beach, CA 92660
96
Wealthminder
score

Allen Regehr (CRD# 2766080) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 21 years of experience in the finance industry.

3
Gregory A. Berstler
CRD#: 2870305
4400 Macarthur Blvd., Suite 850, Newport Beach, CA 92660
93
Wealthminder
score

Gregory Berstler (CRD# 2870305) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 14 years of experience in the finance industry.

4
Peter W. Carlson
CRD#: 2035270
4400 Macarthur Blvd., Suite 850, Newport Beach, CA 92660
93
Wealthminder
score

Peter Carlson (CRD# 2035270) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 28 years of experience in the finance industry.

5
Stephen C. Clifford
CRD#: 1685920
4400 Macarthur Blvd., Suite 850, Newport Beach, CA 92660
93
Wealthminder
score

Stephen Clifford (CRD# 1685920) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 17 years of experience in the finance industry.

6
Lorraine A. Dimartino
CRD#: 2817461
706 North 129th Street, Suite 105, Omaha, NE 68154
93
Wealthminder
score

Lorraine Dimartino (CRD# 2817461) is an Investment Advisor Representative working at Capital Synergy Partners in Omaha, NE and has over 21 years of experience in the finance industry.

7
Marianne R. Durham
CRD#: 5718297
Newport Beach, CA
93
Wealthminder
score

Marianne Durham (CRD# 5718297) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 6 years of experience in the finance industry.

8
Vanessa Guadiana
CRD#: 5387037
4400 Macarthur Blvd., Suite 230, Newport Beach, CA 92660
93
Wealthminder
score

Vanessa Guadiana (CRD# 5387037) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 5 years of experience in the finance industry.

9
Mark S. Guillod
CRD#: 5602442
Corona, CA
93
Wealthminder
score

Mark Guillod (CRD# 5602442) is an Investment Advisor Representative working at Capital Synergy Partners in Corona, CA and has over 8 years of experience in the finance industry.

10
Andrew A. Holden
CRD#: 3098455
4400 Macarthur Blvd., Suite 850, Newport Beach, CA 92660
93
Wealthminder
score

Andrew Holden (CRD# 3098455) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 19 years of experience in the finance industry.

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