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Financial ADVSR advisor directory · SEC adviser records

Cyndeo Wealth Partners financial advisors

Every SEC-registered investment adviser representative at Cyndeo Wealth Partners, by the state and city of the office they work from.

19 registered advisors work at Cyndeo Wealth Partners, in 3 states and 6 cities; the most are in St. Petersburg, FL (13). 3 list the CFP designation and 1 are also registered broker representatives.

Search every Cyndeo Wealth Partners advisor by name →Who joined and left Cyndeo Wealth Partners →Cyndeo Wealth Partners: assets, clients and custodians →

Cities with the most Cyndeo Wealth Partners advisors

St. Petersburg, FL 13Lake Mary, FL 2Brooklyn, NY 1Fort Lauderdale, FL 1Grayson, GA 1Pace, FL 1

Cyndeo Wealth Partners advisors by state

Cyndeo Wealth Partners in Florida 17

St. Petersburg 13Lake Mary 2Fort Lauderdale 1Pace 1

Cyndeo Wealth Partners in Georgia 1

Grayson 1

Cyndeo Wealth Partners in New York 1

Brooklyn 1

Questions

How many financial advisors does Cyndeo Wealth Partners have?

19 investment adviser representatives are registered with Cyndeo Wealth Partners, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 6 cities. 3 list the CFP designation and 1 are also registered as broker representatives.

Where does Cyndeo Wealth Partners have the most advisors?

St. Petersburg, FL, with 13 registered advisors, then Lake Mary, FL (2). By state, Florida has the most, with 17.

How do I find a Cyndeo Wealth Partners financial advisor near me?

Pick your state below, then your city, to see every Cyndeo Wealth 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 Cyndeo Wealth 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 →