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CYNDEO WEALTH PARTNERS, LLC, CRD 307781
ST. PETERSBURG, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SOLOMON MATTHEWS KILGROE | n/a | ST. PETERSBURG, FL | 6 | 35 | 2 | no |
| ERIC MICHAEL BRANSON | n/a | ST. PETERSBURG, FL | 6 | 30 | 4 | no |
| PETER FRANTZIS | n/a | ST. PETERSBURG, FL | 6 | 21 | 2 | no |
| THOMAS Marshall KIDWELL | n/a | ST. PETERSBURG, FL | 6 | 20 | 2 | no |
| DAVID RAY LACKORE | n/a | ST. PETERSBURG, FL | 6 | 18 | 2 | no |
| CHRISTOPHER RYAN QUINTY | Certified Financial Planner | ST. PETERSBURG, FL | 6 | 15 | 2 | no |
| Adam Scott Hess | n/a | ST. PETERSBURG, FL | 6 | 11 | 1 | no |
| ROBERT A THIGPEN | n/a | ST. PETERSBURG, FL | 5 | 12 | 1 | no |
| Brandon David Hess | n/a | Grosse Pointe Park, MI | ST. PETERSBURG, FL | 4 | 23 | n/a | no |
| RICHARD THOMAS HAVARD | n/a | Johns Creek, GA | ST. PETERSBURG, FL | 3 | 29 | 3 | no |
| MICHAEL Scott CROUCH | n/a | Pace, FL | ST. PETERSBURG, FL | 3 | 13 | 1 | no |
| ARLENE ALEXANDER | n/a | ST. PETERSBURG, FL | Grayson, GA | 3 | 20 | 3 | no |
| Solomon Kent Kilgroe | n/a | ST. PETERSBURG, FL | 3 | 10 | n/a | no |
| Renat Mamashev | n/a | ST. PETERSBURG, FL | Brooklyn, NY | BROOKLYN, NY | 3 | 13 | n/a | no |
| Ryan C Kemp | Certified Financial Planner | Knoxville, TN | ST. PETERSBURG, FL | 2 | 11 | 1 | no |
| SHAWN PATRICK JILES | n/a | LAKE MARY, FL | ST. PETERSBURG, FL | 2 | 21 | 3 | no |
| GREGORY J BOURNE | n/a | ST. PETERSBURG, FL | 1 | 19 | n/a | no |
| Glenn Scott Rodriguez | Certified Financial Planner | LAKE MARY, FL | ST. PETERSBURG, FL | 0 | 29 | 1 | no |
| CASEY SHAY Jorgensen | Certified Financial Planner | ST. PETERSBURG, FL | 0 | 12 | 3 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CYNDEO INCOME OPPORTUNITIES LP | Hedge Fund | $33.5M | Aug 28, 2024 | 52 | Mar 27, 2023 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CYNDEO HOLDINGS, LLC | Member | C | yes | 12/2020 | Aug 13, 2026 | Aug 13, 2026 |
| KILGROE, SOLOMON, MATTHEWS | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | Na | yes | 06/2020 | Aug 13, 2026 | Aug 13, 2026 |
| LACKORE, DAVID | Director | Na | yes | 06/2020 | Aug 13, 2026 | Aug 13, 2026 |
| RGP-CYNDEO, LLC | Member | C | yes | 03/2026 | Aug 13, 2026 | Aug 13, 2026 |
| BRANSON, ERIC, MICHAEL | Director | Na | yes | 06/2020 | Jun 12, 2020 | Aug 28, 2024 |
| CYNDEO HOLDINGS LLC | Member | E | yes | 12/2020 | Mar 27, 2023 | Aug 28, 2024 |
| FRANTZIS, PETER | Director | Na | yes | 06/2020 | Jun 12, 2020 | Aug 28, 2024 |
| Hess, Adam, Scott | VICE PRESIDENT | Na | yes | 01/2022 | Mar 3, 2022 | Aug 28, 2024 |
| KIDWELL, THOMAS, Marshall | VICE PRESIDENT | Na | yes | 06/2020 | Jun 12, 2020 | Aug 28, 2024 |
| KILGROE, SOLOMON, MATTHEWS | Ceo | C | yes | 06/2020 | Jun 12, 2020 | Aug 28, 2024 |
| QUINTY, CHRISTOPHER, RYAN | VICE PRESIDENT | Na | yes | 06/2020 | Jun 12, 2020 | Aug 28, 2024 |
| DYNASTY FINANCIAL PARTNERS, LLC | Member | A | no | 01/2022 | Aug 13, 2026 | Aug 13, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| LAKE MARY | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $3.2B | $3.2B | 28 | 27 | 4 | 1 | n/a |
| 2024 | Mar 7, 2025 | $2.6B | $2.6B | 26 | 15 | 5 | 1 | n/a |
| 2023 | Mar 27, 2024 | $2.0B | $2.0B | 19 | 10 | 3 | 1 | $33.5M |
| 2022 | Mar 27, 2023 | $1.5B | $1.5B | 18 | 10 | 2 | 1 | $27.1M |
| 2021 | Mar 3, 2022 | $1.4B | $1.4B | 16 | 10 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $1.1B | $1.1B | 13 | 8 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 5 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.2B | $2.6B | 22.1% | $1.5B | 29.3% | 28 | 26 | 4 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | Dec 16, 2022 | Feb 13, 2023 | ATLANTA, GA | Team lift out | Wirehouse to RIA | 0.0% |
| UBS FINANCIAL SERVICES INC. | 7 | Jul 6, 2020 | Jun 16, 2020 | ST PETERSBURG, FL | Team lift out | Wirehouse to new firm | 0.1% |