Robert A Thigpen
Investment adviser representative at Cyndeo Wealth Partners
12 yearsExperience
1 stateRegistered in
$3.2BFirm assets
6 yearsFirm in business
Are you Robert A Thigpen? Claim your profile
Contact this firm
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
12 years in the industry.
- Cyndeo Wealth PartnersAug 2021 to now
- J.W. Cole Advisors, Inc.Jan 2019 to Sep 2021
- J.W. Cole Financial, Inc.Jul 2014 to Sep 2021
- Hoornstra Financial GroupJan 2014 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5807004
- Firm CRD
- 307781