Managing Director · Cynosure Group, LLC
Spencer P. Eccles
CRD 6589570 · 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 Spencer P. Eccles on its Form ADV as Managing Director, a control person. The SEC filings also name Spencer at 1 other registered adviser.
Firms and roles
- Cynosure Group, LLCManaging DirectorAsset manager · Salt Lake City, UT · $9.8B in regulatory assets
- Cynosure Portfolio Advisors LLCManaging DirectorWealth manager · Salt Lake City, UT · $6M in regulatory assets
AtlasMembers
Spencer’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- 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
- Randal K. QuarlesChairman/trustee, Cynosure Group, LLC
7 more people named with Spencer 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 Spencer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.