Managing Director & Co-Head · Cynosure Portfolio Advisors LLC
Gary P. Sica
CRD 6296159 · Named on Form ADV at one SEC-registered adviser
At a glance
Cynosure Portfolio Advisors LLC, an SEC-registered wealth manager based in Salt Lake City, UT with $6 million in regulatory assets, lists Gary P. Sica on its Form ADV as Managing Director & Co-Head, a control person.
Firms and roles
- Cynosure Portfolio Advisors LLCManaging Director & Co-HeadWealth manager · Salt Lake City, UT · $6M in regulatory assets
AtlasMembers
Gary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Emily M. TeranChief Compliance Officer, Cynosure Portfolio Advisors LLC
- Richard G. LeeChief Financial Officer, Cynosure Portfolio Advisors LLC
- Elyse B. WinterChief People Officer, Cynosure Portfolio Advisors LLC
- William I. WoodsonManaging Director & Co-Head, Cynosure Portfolio Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.