Richard Thomas Havard
Investment adviser representative at Cyndeo Wealth Partners
17 yearsExperience
2 statesRegistered in
$3.2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Cyndeo Wealth PartnersDec 2022 to now
- Bank of America, NAMar 2010 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cyndeo Wealth Partners
Legal name: Cyndeo Wealth Partners, LLC
$3.2BAssets managed
1,225Clients
19Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2853161
- Firm CRD
- 307781