Sylvia Rae Menz
Investment adviser representative at &partners
4 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you Sylvia Rae Menz? 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
4 years in the industry.
- &partnersFeb 2022 to now
- Wileybros Aintree Capital LLCAug 2020 to now
- Fsm IncJan 2020 to Mar 2020
- Kore PrDec 2017 to May 2018
- America Swim IncNov 2017 to Aug 2020
- O'charleysAug 2017 to Nov 2017
- Buffalo Wild WingsMay 2017 to Aug 2017
- Belmont UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7284000
- Firm CRD
- 3767