Chairman/trustee · Cynosure Group, LLC
Randal K. Quarles
CRD 6067244 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cynosure Group, LLC, an SEC-registered asset manager based in Salt Lake City, UT with $9.8 billion in regulatory assets, lists Randal K. Quarles on its Form ADV as Chairman/trustee, a control person. The SEC filings also name Randal at 1 other registered adviser.
Firms and roles
- Cynosure Group, LLCChairman/trusteeAsset manager · Salt Lake City, UT · $9.8B in regulatory assets
- Cynosure Portfolio Advisors LLCChairman/trusteeWealth manager · Salt Lake City, UT · $6M in regulatory assets
AtlasMembers
Randal’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (12)
- Spencer P. EcclesManaging Director, Cynosure Group, LLC
- Clista H. EcclesTrustee, Cynosure Group, LLC
- Lisa E. EcclesMember, Cynosure Group, LLC
- Richard G. LeeChief Financial Officer, Cynosure Group, LLC
- Emily M. TeranChief Compliance Officer, Cynosure Group, LLC
7 more people named with Randal on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Randal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.