Cyndeo Wealth Partners
Cyndeo Wealth Partners (CRD# 307781) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $1,996,710,237 in 3,924 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management1,997MILLION
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Total Number of Accounts3,924ACCOUNTS
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Average Account Value$508,846
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, CA, CO, CT, DE, FL, GA, IN, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, SC, TN, TX, VA
Margaret Bilby (CRD# 5011099) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 16 years of experience in the finance industry.
Eric Branson (CRD# 2545605) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 27 years of experience in the finance industry.
Michael Crouch (CRD# 5642246) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Pace, FL and has over 11 years of experience in the finance industry.
Peter Frantzis (CRD# 4614519) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 18 years of experience in the finance industry.
Richard Havard (CRD# 2853161) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 26 years of experience in the finance industry.
Adam Hess (CRD# 6798078) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 7 years of experience in the finance industry.
Ryan Kemp (CRD# 6561263) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Knoxville, TN and has over 8 years of experience in the finance industry.
Thomas Kidwell (CRD# 5118913) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 17 years of experience in the finance industry.
Solomon Kilgroe (CRD# 2129979) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 33 years of experience in the finance industry.
David Lackore (CRD# 5174392) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 16 years of experience in the finance industry.