Peter Frantzis
Investment adviser representative at Cyndeo Wealth Partners
9 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
9 years in the industry.
- Cyndeo Wealth PartnersJun 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 to Dec 2021
- UBS Financial Services IncFeb 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4614519
- Firm CRD
- 307781