Financial ADVSR advisor directory · SEC adviser records
Syndicated Capital, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Syndicated Capital, Inc. office in California, by city and A to Z.
The short answer
6 registered advisors work at Syndicated Capital, Inc. in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Brea (4). 0 list the CFP designation and 5 are also registered broker representatives.
Syndicated Capital, Inc. advisors by city in California
Every firm in California →Syndicated Capital, Inc. advisors in California, A to Z
Search by name →- Mark Paul D. JuloyaMonrovia
- Faith LeeBrea
- K P. LeeBrea
- K P. LeeBrea
- David L. PetrayCosta Mesa
- Frank P. SchweitzerBrea
Syndicated Capital, Inc. advisors in every state →Syndicated Capital, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Syndicated Capital, Inc. financial advisors are in California?
6 investment adviser representatives are registered at Syndicated Capital, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Where in California does Syndicated Capital, Inc. have the most advisors?
Brea, with 4, then Costa Mesa (1). Syndicated Capital, Inc. has advisors in 3 cities in California.
How do I check a Syndicated Capital, Inc. advisor in California?
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 Syndicated Capital, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.