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Brandon David Hess

Cyndeo Wealth Partners

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About Brandon David Hess

Brandon David Hess is an Investment Advisor Representative with Cyndeo Wealth Partners. Brandon has been in the financial industry for over 18 years. Brandon has been a licensed attorney and has experience in quick service restaurants, legal and business counseling. Brandon also provides legal and business counseling to clients. He is registered with the state of Michigan as an Investment Advisor Representative. Brandon's focus is on providing advisory consulting, family office and wealth planning services to clients.

Firm Information

Brandon Hess is currently registered with Cyndeo Wealth Partners. 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.

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Brandon Hess’s Registration & Firm History

FL

02/04/2022 - Present

Cyndeo Wealth Partners (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 02/07/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon David Hess.
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