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Spencer Peterson Eccles

Investment adviser representative at Cynosure Group, LLC
21 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

21 years in the industry.

  1. Cynosure Group, LLCJan 2023 to now
  2. The Cynosure GroupJul 2014 to now
  3. Longbow Holding Company, LLCMar 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

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
6589570
Firm CRD
281399
Advisor's SEC record (opens in a new tab)
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