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).

Current Firm Details
200 Central Avenue, 23rd Floor, Saint Petersburg, FL 33701
https://www.linkedin.com/company/cyndeo-wealth-partners
By the Numbers
  • Total Assets Under Management
    1,997
    MILLION
  • Total Number of Accounts
    3,924
    ACCOUNTS
  • Average Account Value
    $508,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, DE, FL, GA, IN, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, SC, TN, TX, VA

Financial Advisors at Cyndeo Wealth Partners
Showing 11 - 16 of 16 top financial advisors.
11
Christopher Quinty, financial advisor Saint Petersburg FL
Christopher R. Quinty
CRD#: 5905652
200 Central Avenue, 23rd Floor, Saint Petersburg, FL 33701

Christopher Quinty (CRD# 5905652) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 12 years of experience in the finance industry.

12
Robert Thigpen, financial advisor Saint Petersburg FL
Robert A. Thigpen
CRD#: 5807004
200 Central Avenue, 23rd Floor, Saint Petersburg, FL 33701

Robert Thigpen (CRD# 5807004) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 6 years of experience in the finance industry.

13
Michael Gotfredson, financial advisor Saint Petersburg FL
Michael J. Gotfredson
CRD#: 4512937
200 Central Avenue, 23rd Floor, Saint Petersburg, FL 33701

Michael Gotfredson (CRD# 4512937) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has 1 year of experience in the finance industry.

14
Brandon Hess, financial advisor Saint Petersburg FL
Brandon D. Hess
CRD#: 7502729
200 Central Avenue, 23rd Floor, Saint Petersburg, FL 33701

Brandon Hess (CRD# 7502729) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 4 years of experience in the finance industry.

15
Solomon Kilgroe, financial advisor Saint Petersburg FL
Solomon K. Kilgroe
CRD#: 6946648
200 Central Avenue, 23rd Floor, Saint Petersburg, FL 33701

Solomon Kilgroe (CRD# 6946648) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has 1 year of experience in the finance industry.

16
Renat Mamashev, financial advisor Brooklyn NY
Renat Mamashev
CRD#: 7743197
Brooklyn, NY

Renat Mamashev (CRD# 7743197) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Brooklyn, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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