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Cynthia Sue Guynn

Vanderbilt Advisory Services

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About Cynthia Sue Guynn

Cynthia Guynn is a registered investment advisor representative with Vanderbilt Advisory Services. Cynthia has been in the financial services industry for over 20 years. Her previous experience includes roles at Financial West Group and Morgan Stanley DW Inc. Cynthia holds Series 7, 31, and 63 securities licenses and Series 65 investment advisor license. Cynthia has a wide range of experience providing financial planning and investment management services to individuals, businesses, and charitable organizations. Cynthia is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Cynthia Guynn is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Cynthia Guynn’s Registration & Firm History

CA

12/19/2017 - Present

Vanderbilt Advisory Services (San Francisco CA)

NV

01/03/2007 - 07/06/2017

FINANCIAL WEST GROUP (RENO NV)

NY

05/26/1999 - 08/24/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

03/19/1999 - 04/29/1999

BAYSIDE FINANCIAL, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 06/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Sue Guynn.
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