Syntax Research, Inc.

Syntax Research, Inc. (CRD# 151948) is a financial advisory firm headquartered in Boca Raton, FL. They manage $96,910,800 in 414 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $234,084
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, NY, PA

Financial Advisors at Syntax Research, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sandeep Sharma
CRD#: 1721253
150 East Palmetto Park Road, Suite #410, Boca Raton, FL 33432
96
Wealthminder
score

Sandeep Sharma (CRD# 1721253) is an Investment Advisor Representative working at Syntax Research, Inc. in Boca Raton, FL and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.