Cyndeo Wealth Partners, LLC is an independent, SEC-registered fiduciary wealth management and financial planning firm located in downtown St. Petersburg, Florida. Led by President and CEO Solomon Matthews ("Matt") Kilgroe alongside Certified Financial Planner principals Casey Jorgensen, CFP®, RCC™, and Christopher Ryan Quinty, CFP®, CEPA, the firm serves retirees, business owners, and multi-generational families across Pinellas County with customized retirement income architecture, fiduciary investment management, and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Matt Kilgroe); Cyndeo Wealth Partners Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-118839; independent fiduciary Registered Investment Adviser headquartered in downtown St. Petersburg, FL.
Issuer: SEC / FINRA / CFP Board
Notes: Led by President & CEO Matt Kilgroe (CRD #2129979), Chief Growth Officer Casey Jorgensen, CFP®, RCC™ (CRD #6068852), and VP of Financial Planning Ryan Quinty, CFP®, CEPA (CRD #5905652), alongside advisors Glenn Rodriguez, CFP®, CIMA® and Ryan Kemp, JD, CFP®, CIMA®, AWMA®.
Factual details and direct answers about Cyndeo Wealth Partners, LLC's services, licensing, and credentials.
What is the SEC registration of Cyndeo Wealth Partners, LLC in St. Petersburg?
Cyndeo Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission as an independent Investment Adviser under CRD #307781 and SEC File #801-118839.
Does Cyndeo Wealth Partners have Certified Financial Planner (CFP®) professionals on its St. Petersburg team?
Yes, the firm's leadership includes Casey Jorgensen, CFP®, RCC™ (CRD #6068852), VP of Financial Planning Ryan Quinty, CFP®, CEPA (CRD #5905652), Glenn Rodriguez, CFP®, CIMA®, and Ryan Kemp, JD, CFP®, CIMA®, AWMA®, working alongside President & CEO Matt Kilgroe (CRD #2129979).
Where is Cyndeo Wealth Partners located in Pinellas County?
The firm's office is located in downtown St. Petersburg at 300 1st Avenue South, Suite 300 (3rd Floor), St. Petersburg, Florida 33701.
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