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Solomon Kent Kilgroe

Investment adviser representative at Cyndeo Wealth Partners
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Cyndeo Wealth PartnersSep 2022 to now
  2. Dimmitt Automotive GroupJul 2020 to Jun 2022
  3. Randolph-macon CollegeAug 2019 to May 2020
  4. Pdq RestaurantJun 2019 to Aug 2019
  5. Randolph-macon CollegeAug 2018 to Jun 2019
  6. UBS Financial ServicesJun 2018 to Aug 2018
  7. Randolph-macon CollegeAug 2017 to Jun 2018
  8. Fergs Sports Bar and GrilJun 2017 to Aug 2017
  9. Randolph-macon CollegeAug 2016 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
6946648
Firm CRD
307781
Advisor's SEC record (opens in a new tab)
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