Syntax Research, Inc.

Syntax Research, Inc. (CRD# 151948) is a financial advisory firm headquartered in Boca Raton, FL. They manage $177,802,626 in 231 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $769,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

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 800, Boca Raton, FL 33432

Sandeep Sharma (CRD# 1721253) is an Investment Advisor Representative working at Syntax Research, Inc. in Boca Raton, FL and has over 36 years of experience in the finance industry.

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