Financial ADVSR advisor directory · SEC adviser records
Capital Synergy Partners financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Capital Synergy Partners office in Irvine, A to Z.
The short answer
13 registered advisors work at Capital Synergy Partners in Irvine, out of 17 at the firm nationwide; it ranks number 32 in the city by advisors. 2 list the CFP designation and 12 are also registered broker representatives.
Capital Synergy Partners advisors in Irvine, A to Z
Every Capital Synergy Partners advisor →- Cory J. ChristiansenAlso a broker rep
- Stephen C. CliffordAlso a broker rep
- Lorraine A. DimartinoAlso a broker rep
- Matthew A. GandyAlso a broker rep
- Richard W. Greene Jr.Chartered Financial Consultant
- Mark S. GuillodAlso a broker rep
- Andrew A. HoldenAlso a broker rep
- Matthew M. MelendezCertified Financial Planner · Also a broker rep
- James A. MooreAlso a broker rep
- Robert J. ReedyChartered Financial Consultant · Also a broker rep
- John E. SeelCertified Financial Planner · Also a broker rep
- Ronald E. SniderAlso a broker rep
- Manfred D. WunderlichAlso a broker rep
Capital Synergy Partners advisors in every city and state →Advisor Moves: who changed firms this week →
Capital Synergy Partners advisors in other cities
Highland Park, IL 1Marina Del Rey, CA 1Scottsdale, AZ 1Torrence, CA 1
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Capital Synergy Partners have in Irvine?
13 investment adviser representatives are registered at Capital Synergy Partners offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 2 list the CFP designation and 12 are also registered as broker representatives.
Is Capital Synergy Partners one of the largest advisor employers in Irvine?
Capital Synergy Partners ranks number 32 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Capital Synergy Partners advisor in Irvine?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capital Synergy Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.