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Cyndeo Wealth Partners

Headquartered in ST. PETERSBURG, FL

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Firm Information

Cyndeo Wealth Partners is an investment advisor headquartered in ST. PETERSBURG, FL, United States. They provide advisory consulting/family office and wealth planning services, financial planning, and selection of other advisors. The firm manages approximately $1,996,710,237 in regulatory assets under management for 3,924 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.

Cyndeo Wealth Partners

200 CENTRAL AVENUE, 23RD FLOOR

ST. PETERSBURG, FL 33701

$2.00B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting/family office and wealth planning services

Advisory consulting/family office and wealth planning services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (9)

CYNDEO WEALTH PARTNERS has a total of 9 branch locations across the country.
location

LAKE MARY, FL

location

BROOKLYN, NY

location

San Diego, CA

location

ST. PETERSBURG, FL

location

Grosse Pointe Park, MI

location

Pace, FL

location

Knoxville, TN

location

Johns Creek, GA

location

Grayson, GA

Advisors at Cyndeo Wealth Partners

View All 13 Advisors
Unclaimed
Margaret L Bilby

CFP®, RA

ST. PETERSBURG, FL

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Renat Mamashev

RA

Brooklyn, NY

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Solomon Matthews Kilgroe

RA

ST. PETERSBURG, FL

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Unclaimed
Adam Scott Hess

RA

ST. PETERSBURG, FL

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Unclaimed
Eric Michael Branson

RA

ST. PETERSBURG, FL

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Unclaimed
Gregory J Bourne

RA

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Unclaimed
Peter Frantzis

RA

ST. PETERSBURG, FL

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Unclaimed
Robert A Thigpen

RA

ST. PETERSBURG, FL

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Disclosures

There are no public disclosures for Cyndeo Wealth Partners.

Frequently Asked Questions (5)

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