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Matthew Austin Gandy

Capital Synergy Partners

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About Matthew Austin Gandy

Matthew Austin Gandy is a registered representative of Capital Synergy Partners, with over 5 years of experience in the financial services industry. Matthew has a wide range of experience and holds several licenses and certifications, including Series 7, 24, and 66. Matthew has a strong track record of success in helping clients achieve their financial goals. Matthew has experience in providing financial planning, portfolio management, and selection of other advisors services. Matthew's experience is focused on serving high-net-worth individuals and other individuals.

Firm Information

Matthew Gandy is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

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.

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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other

Csp receives third party referral, selection & monitoring fees

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Matthew Gandy’s Registration & Firm History

CA

08/12/2020 - Present

Capital Synergy Partners (IRVINE CA)

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Licenses & Designations

BOTH

Issued 05/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Austin Gandy.
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