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Zachary David Larkin

Investment adviser representative at Cynosure Group, LLC
13 yearsExperience
1 stateRegistered in
$9.8BFirm assets
10 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Cynosure Group, LLCJan 2023 to now
  2. The Cynosure GroupAug 2020 to now
  3. Self EmployedMar 2020 to Aug 2020
  4. Rondure Global Advisors, LLCJan 2018 to Mar 2020
  5. Grandeur Peak Global Advisors, LLCMar 2013 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (UT).

Cynosure Group, LLC

Legal name: The Cynosure Group

$9.8BAssets managed
148Clients
15Advisers
10 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
4377320
Firm CRD
281399
Advisor's SEC record (opens in a new tab)
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