Peter Frantzis

Employer firm

Cyndeo Wealth Partners CRD 307781

$3.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES

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

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

Current Employers

Employment History

• 02/2012 → 06/2020
  Ubs Financial Services Inc
  St. Petersburg, FL
• 06/2020 → 12/2021
  Purshe Kaplan Sterling Investments, Inc.
  St. Petersburg, FL
• 06/2020 → Present
  Cyndeo Wealth Partners
  St. Petersburg, FL

Previous Registrations

• 2012-02-27 → 2020-07-06
  Ubs Financial Services Inc.
  St. Petersburg, FL
• 2006-03-24 → 2012-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
  New York, NY
  Saint Petersburg, FL
  St Petersburg, FL

Other Businesses

1) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities. 2) Solomon Matthew Kilgroe Parents & Children Trust. Not investment related. 288 Beach Drive NE, PH1, St. Petersburg, FL 33701. Trust. Trustee. 10/2012. 0 hrs/mnth. 0 hrs/ trading hrs. Trustee.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-22
• S63 Uniform Securities Agent State Law Examination
  2005-07-13

Other Names

• Peter Frantzis
• Peter Frantzis