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Financial ADVSR advisor directory · SEC adviser records

Cyndeo Wealth Partners financial advisors in Florida

Every SEC-registered investment adviser representative at a Cyndeo Wealth Partners office in Florida, by city and A to Z.

17 registered advisors work at Cyndeo Wealth Partners in Florida, out of 19 nationwide; it's the firm's number 1 state by advisors, and the most are in St. Petersburg (13). 3 list the CFP designation and 1 are also registered broker representatives.

Cyndeo Wealth Partners advisors by city in Florida

Every firm in Florida →

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

Cyndeo Wealth Partners advisors in Florida, A to Z

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Cyndeo Wealth Partners advisors in every state →Cyndeo Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Cyndeo Wealth Partners financial advisors are in Florida?

17 investment adviser representatives are registered at Cyndeo Wealth Partners offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 19 at the firm nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Where in Florida does Cyndeo Wealth Partners have the most advisors?

St. Petersburg, with 13, then Lake Mary (2). Cyndeo Wealth Partners has advisors in 4 cities in Florida.

How do I check a Cyndeo Wealth Partners advisor in Florida?

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 Cyndeo Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.