Capital Synergy Partners

Capital Synergy Partners (CRD# 148733) is a financial advisory firm headquartered in Newport Beach, CA. They manage $29,002,110 in 117 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $247,881
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, GA, IA, ID, IN, LA, MA, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, WI

Financial Advisors at Capital Synergy Partners
Showing 1 - 10 of 28 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 230, 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 230, 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 13 years of experience in the finance industry.

4
Peter W. Carlson
CRD#: 2035270
4400 Macarthur Blvd., Suite 230, 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 27 years of experience in the finance industry.

5
Stephen C. Clifford
CRD#: 1685920
4400 Macarthur Blvd., Suite 230, 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
4400 Macarthur Blvd., Suite 230, Newport Beach, CA 92660
93
Wealthminder
score

Lorraine Dimartino (CRD# 2817461) is an Investment Advisor Representative working at Capital Synergy Partners in Newport Beach, CA and has over 20 years of experience in the finance industry.

7
Bradley T. Ferney
CRD#: 4161365
4400 Macarthur Blvd., Suite 230, Newport Beach, CA 92660
93
Wealthminder
score

Bradley Ferney (CRD# 4161365) 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.

8
Mark S. Guillod
CRD#: 5602442
4400 Macarthur Blvd., Suite 230, Newport Beach, CA 92660
93
Wealthminder
score

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

9
Andrew A. Holden
CRD#: 3098455
4400 Macarthur Blvd., Suite 230, 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 18 years of experience in the finance industry.

10
Bradley J. Kingsbury
CRD#: 4065066
4400 Macarthur Blvd., Suite 230, Newport Beach, CA 92660
93
Wealthminder
score

Bradley Kingsbury (CRD# 4065066) 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.

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