Symphony Financial Services, Inc.

Symphony Financial Services, Inc. (CRD# 125058) is a financial advisory firm headquartered in Akron, OH. They manage $196,000,000 in 1,089 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $179,982
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
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.

FL, GA, IN, KY, MI, OH, PA

Financial Advisors at Symphony Financial Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Scott D. Spears
CRD#: 4683260
529 N Cleveland Massillon Rd., Suite 200, Akron, OH 44333
93
Wealthminder
score

Scott Spears (CRD# 4683260) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 13 years of experience in the finance industry.

2
Craig M. Small
CRD#: 5338171
4100 Embassy Parkway, Suite 100, Akron, OH 44333
90
Wealthminder
score

Craig Small (CRD# 5338171) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 5 years of experience in the finance industry.

3
Matthew D. Lukac
CRD#: 4830218
2150 N. Cleveland Massillon Rd., Bath, OH 44210
87
Wealthminder
score

Matthew Lukac (CRD# 4830218) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Bath, OH and has 1 year of experience in the finance industry.

4
Paul D. Sansonette
CRD#: 2057894
529 N Cleveland Massillon Rd., Suite 200, Akron, OH 44333
87
Wealthminder
score

Paul Sansonette (CRD# 2057894) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has 1 year of experience in the finance industry.

5
Spencer L. Gabriel
CRD#: 1987809
4100 Embassy Parkway, Suite 100, Akron, OH 44333
83
Wealthminder
score

Spencer Gabriel (CRD# 1987809) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 21 years of experience in the finance industry.

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