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Cyndeo Wealth Partners CRD 307781
$3.15B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-24 |
| TX | RA | APPROVED_RES | 2020-06-16 |
Branch Locations
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | St. Petersburg | FL | 07/2012 | 06/2020 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 06/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 06/2020 | 01/2022 |
1) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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