Capital Synergy Partners

Capital Synergy Partners (CRD# 148733) is a financial advisory firm headquartered in Irvine, CA. They manage $59,794,103 in 352 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $169,870
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Capital Synergy Partners
Showing 1 - 10 of 19 top financial advisors.
1
John A. Bivens
CRD#: 2358108
Marina Del Rey, CA

John Bivens (CRD# 2358108) is an Investment Advisor Representative working at Capital Synergy Partners in Marina Del Rey, CA and has over 29 years of experience in the finance industry.

2
Ronald J. Blau
CRD#: 3043949
11201 N. Tatum Blvd., Sute 300, Scottsdale, AZ 85028

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.

3
Cory J. Christiansen
CRD#: 2716711
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Cory Christiansen (CRD# 2716711) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 27 years of experience in the finance industry.

4
Stephen C. Clifford
CRD#: 1685920
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Stephen Clifford (CRD# 1685920) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 23 years of experience in the finance industry.

5
Lorraine A. Dimartino
CRD#: 2817461
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Lorraine Dimartino (CRD# 2817461) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 27 years of experience in the finance industry.

6
Richard W. Greene
CRD#: 1243261
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Richard Greene (CRD# 1243261) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 37 years of experience in the finance industry.

7
Mark S. Guillod
CRD#: 5602442
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Mark Guillod (CRD# 5602442) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 14 years of experience in the finance industry.

8
Andrew A. Holden
CRD#: 3098455
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Andrew Holden (CRD# 3098455) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 25 years of experience in the finance industry.

9
Gerald P. Mangold
CRD#: 4328761
North Palm Beach, FL

Gerald Mangold (CRD# 4328761) is an Investment Advisor Representative working at Capital Synergy Partners in North Palm Beach, FL and has over 17 years of experience in the finance industry.

10
Matthew M. Melendez
CRD#: 5642488
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Matthew Melendez (CRD# 5642488) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 14 years of experience in the finance industry.

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