ria
Cyndeo Wealth Partners
ST. PETERSBURG, FL
CRD: 307781
In network coverage since September 1, 2026 · 1 story
$3.2BRegulatory AUMSEC Form ADV · Oct 17
28EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 17
Network coverage
Moves
Cyndeo hires Dynasty's Casey Jorgensen to run growth
The $3.7 billion RIA is installing a platform-trained operator to turn recruiting, M&A, and organic growth into a single scalable engine.