Solomon M. Kilgroe
CYNDEO WEALTH PARTNERS | CEO
St. Petersburg, FL 33701
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CRD#: 2129979
Professional summary
Solomon Matthews Kilgroe, who also goes by Matt Kilgroe, S Matthews Kilgroe, is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in St. Petersburg, Florida.
Solomon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Solomon has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Trading individual securities
Financial planning
Trust & estate planning
Philanthropic services
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Matt Kilgroe | S Matthews Kilgroe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)1228 PROPERTIES LLC /1502 2ND STREET NO ST. PETERSBURG,FL 33704 / OTHER/ REAL ESTATE / BUY REAL ESTATE / SOLE OWNER / START DATE 11/10/2014 (2)ECKERD COLLEGE / 4200 54TH AVE SOUTH ST. PETERSBURG,FL 33711 / MEMBER OF BOARD OF DIRECTORS / SERVE ON COMMITTEES / START DATE 10/19/2012 / 3 TIMES A YEAR MEETINGS ON A FRIDAY (3)MCKJ Partners / 288 Beach Drive NE PH1, St. Petersburg, FL 33701/ Other/ Transport / Own aircraft / Other /Managing member of single member LLC / Managing member / Start Date 10/16/2012 (4) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities (5) 10/2021 HOOPSLINK LLC DBA SWISH HOUSE; INVESTOR/LIMITED PARTNER; FITNESS RELATED BUSINESS; NOT INVESTMENT RELATED; 721 S May Street, Chicago, IL 60607; 0 HOURS DEVOTED
CRS (Client Relationship Summary) - RIA
Click below to view Solomon Matthews Kilgroe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 16, 2020 - Present
CYNDEO WEALTH PARTNERS
Office #1: 200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701RIA
CRD#: 307781
St. Petersburg, FL
Past
June 12, 2020 - January 3, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
St. Petersburg, FL
Past
February 27, 2012 - July 6, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
ST. PETERSBURG, FL
Past
February 27, 2012 - July 6, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
ST. PETERSBURG, FL
Past
April 16, 1991 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAINT PETERSBURG, FL
Past
April 9, 1991 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAINT PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CYNDEO WEALTH PARTNERS
CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS
CRD#: 307781 / SEC#: 801-118839
RIA
Registered Investment Advisory firm - (6/3/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/24/2020)
IAR
Texas(6/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CYNDEO WEALTH PARTNERS
CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS
CRD#: 307781 / SEC#: 801-118839
RIA
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Contact information
Main Address
200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701
Mailing Address
Phone number
(727) 472-3700
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,011 |
| AUM (Assets Under Management) | $ 2,580,844,138 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 09/11/2024 | ||
| 11/27/2023 |
Red Flags
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Company Information
CYNDEO WEALTH PARTNERS
CEOCRD#: 307781St. Petersburg, FL 33701TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
