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Cyndeo Wealth Partners financial advisors in St. Petersburg, FL
Every SEC-registered investment adviser representative at a Cyndeo Wealth Partners office in St. Petersburg, A to Z.
The short answer
13 registered advisors work at Cyndeo Wealth Partners in St. Petersburg, out of 19 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.
Cyndeo Wealth Partners advisors in St. Petersburg, A to Z
Every Cyndeo Wealth Partners advisor →- Gregory J. BourneInvestment adviser rep
- Eric M. BransonInvestment adviser rep
- Peter FrantzisInvestment adviser rep
- Richard T. HavardInvestment adviser rep
- Adam S. HessInvestment adviser rep
- Brandon D. HessInvestment adviser rep
- Casey S. JorgensenCertified Financial Planner · Also a broker rep
- Thomas M. KidwellInvestment adviser rep
- Solomon M. KilgroeInvestment adviser rep
- Solomon K. KilgroeInvestment adviser rep
- David R. LackoreInvestment adviser rep
- Christopher R. QuintyCertified Financial Planner
- Robert A. ThigpenInvestment adviser rep
Cyndeo Wealth Partners advisors in every city and state →Cyndeo Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cyndeo Wealth Partners advisors in other cities
Lake Mary, FL 2Brooklyn, NY 1Fort Lauderdale, FL 1Grayson, GA 1Pace, FL 1
Other firms in St. Petersburg
All St. Petersburg advisors →Raymond James & Associates, Inc. 612Raymond James Financial Services Advisors, Inc. 59Morgan Stanley 42Elevate Financial Planning And Wealth Management 39RBC Capital Markets, LLC 21UBS Financial Services Inc. 17LPL Enterprise, LLC 15Dynasty Wealth Management, LLC 14Strategic Advisers LLC 14Ars Wealth Advisors 13Corient 13Osaic Wealth, Inc. 12
Questions
How many financial advisors does Cyndeo Wealth Partners have in St. Petersburg?
13 investment adviser representatives are registered at Cyndeo Wealth Partners offices in St. Petersburg, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Is Cyndeo Wealth Partners one of the largest advisor employers in St. Petersburg?
Cyndeo Wealth Partners ranks number 12 in St. Petersburg by registered advisors; Raymond James & Associates, Inc. has the most, with 612.
How do I check a Cyndeo Wealth Partners advisor in St. Petersburg?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.