Brandon David Hess

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:

Current Employers

Cyndeo Wealth Partners

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2022-02-04

MI RA
APPROVED

Since 2022-02-04

Branch Locations

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Grosse Pointe Park, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cyndeo Wealth Partners	St. Petersburg	FL	02/2022	Present
Vision Collision Center, Llc	Lansing	MI	08/2017	02/2020
Hess Law Group, Pc	Grosse Pointe	MI	05/2003	Present

02/2022 → Present

Cyndeo Wealth Partners

St. Petersburg, FL
08/2017 → 02/2020

Vision Collision Center, Llc

Lansing, MI
05/2003 → Present

Hess Law Group, Pc

Grosse Pointe, MI

Other Businesses

(1) 10/2006 Hess Law Group, PC; Non Investment Related; Attorney; Law Firm; Grosse Pointe, Michigan; 90% of professional time spent; General Council for business clients

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-07

S65 Uniform Investment Adviser Law Examination

2020-02-07

View on SEC IAPD