Solomon Matthews Kilgroe

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 → 01/2022
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 06/2020 → Present
  Cyndeo Wealth Partners
  St. Petersburg, FL

Previous Registrations

• 2012-02-27 → 2020-07-06
  Ubs Financial Services Inc.
  St. Petersburg, FL
• 1991-04-16 → 2012-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St Petersburg, FL
  Saint Petersburg, FL
  St. Petersburg, FL
  Saint Petersburg, FL

Other Businesses

(1)1228 PROPERTIES LLC /1502 2ND STREET NO ST. PETERSBURG,FL 33704 / OTHER/ REAL ESTATE / BUY REAL ESTATE / SOLE OWNER / START DATE 11/10/2014 (2)ECKERD COLLEGE / 4200 54TH AVE SOUTH ST. PETERSBURG,FL 33711 / MEMBER OF BOARD OF DIRECTORS / SERVE ON COMMITTEES / START DATE 10/19/2012 / 3 TIMES A YEAR MEETINGS ON A FRIDAY (3)MCKJ Partners / 288 Beach Drive NE PH1, St. Petersburg, FL 33701/ Other/ Transport / Own aircraft / Other /Managing member of single member LLC / Managing member / Start Date 10/16/2012 (4) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities (5) 10/2021 HOOPSLINK LLC DBA SWISH HOUSE; INVESTOR/LIMITED PARTNER; FITNESS RELATED BUSINESS; NOT INVESTMENT RELATED; 721 S May Street, Chicago, IL 60607; 0 HOURS DEVOTED

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-23
• S63 Uniform Securities Agent State Law Examination
  1991-04-24

Other Names

• Matt Kilgroe
• S Matthews Kilgroe
• Solomon Matthews Kilgroe