Adviser and broker representative · Capital Synergy Partners
Robert J. Reedy
CRD 5333136 · Irvine, CA
At a glance
Robert J. Reedy is an investment adviser representative with Capital Synergy Partners in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2025, about 1 years ago. Robert is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Capital Synergy PartnersSince February 2025Irvine, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.