David Reed Hunter

Employer firm

Cynosure Group, LLC CRD 281399

$9.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 12/2017
  Partners Group (Usa) Inc.
  San Francisco, CA
• 06/2010 → 12/2017
  Foreside Fund Services, Llc
  San Francisco, CA
• 03/2018 → Present
  The Cynosure Group
  Salt Lake City, UT

Previous Registrations

• 2018-05-02 → 2022-12-31
  Cynosure Group, Llc
  Salt Lake City, UT
• 2018-05-02 → 2019-01-09
  Cynosure Advisors
  Salt Lake City, UT
• 2014-12-15 → 2015-12-31
  Partners Group (Usa) Inc.
  Bountiful, UT
  New York, NY
• 2003-07-18 → 2004-07-27
  J.P. Morgan Securities Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-23
• S63 Uniform Securities Agent State Law Examination
  2011-01-21
• S66 Uniform Combined State Law Examination
  2002-12-04