Financial ADVSR advisor directory · SEC adviser records
Capital Synergy Partners financial advisors
Every SEC-registered investment adviser representative at Capital Synergy Partners, by the state and city of the office they work from.
The short answer
17 registered advisors work at Capital Synergy Partners, in 3 states and 5 cities; the most are in Irvine, CA (13). 3 list the CFP designation and 16 are also registered broker representatives.
Search every Capital Synergy Partners advisor by name →Who joined and left Capital Synergy Partners →
Cities with the most Capital Synergy Partners advisors
Irvine, CA 13Highland Park, IL 1Marina Del Rey, CA 1Scottsdale, AZ 1Torrence, CA 1
Capital Synergy Partners advisors by state
Questions
How many financial advisors does Capital Synergy Partners have?
17 investment adviser representatives are registered with Capital Synergy Partners, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 3 list the CFP designation and 16 are also registered as broker representatives.
Where does Capital Synergy Partners have the most advisors?
Irvine, CA, with 13 registered advisors, then Highland Park, IL (1). By state, California has the most, with 15.
How do I find a Capital Synergy Partners financial advisor near me?
Pick your state below, then your city, to see every Capital Synergy Partners advisor registered at an office there. Each one 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. An advisor registered at Capital Synergy Partners offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →