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 11 - 19 of 19 top financial advisors.
11
James A. Moore
CRD#: 1340435
2860 Michelle Drive, Suite 150, Irvine, CA 92606

James Moore (CRD# 1340435) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 17 years of experience in the finance industry.

12
William G. Rapp
CRD#: 1003373
2860 Michelle Drive, Suite 150, Irvine, CA 92606

William Rapp (CRD# 1003373) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 42 years of experience in the finance industry.

13
Ralph J. Romano
CRD#: 812348
Highland Park, IL

Ralph Romano (CRD# 812348) is an Investment Advisor Representative working at Capital Synergy Partners in Highland Park, IL and has over 32 years of experience in the finance industry.

14
Ronald E. Snider
CRD#: 2629896
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Ronald Snider (CRD# 2629896) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 28 years of experience in the finance industry.

15
Gilbert L. Talbert
CRD#: 4148742
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Gilbert Talbert (CRD# 4148742) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 23 years of experience in the finance industry.

16
Charles M. Taylor
CRD#: 4119605
338 S. Sharon Amity Rd., Charlotte, NC 28211

Charles Taylor (CRD# 4119605) is an Investment Advisor Representative working at Capital Synergy Partners in Charlotte, NC and has over 23 years of experience in the finance industry.

17
Manfred D. Wunderlich
CRD#: 853232
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Manfred Wunderlich (CRD# 853232) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 27 years of experience in the finance industry.

18
Matthew A. Gandy
CRD#: 7007855
2860 Michelle Drive, Suite 150, Irvine, CA 92606

Matthew Gandy (CRD# 7007855) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 4 years of experience in the finance industry.

19
John E. Seel
CRD#: 1759698
2860 Michelle Drive, Suite 150, Irvine, CA 92606

John Seel (CRD# 1759698) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 23 years of experience in the finance industry.

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