Glenn S. Rodriguez
Professional summary
Glenn Scott Rodriguez, CFP®, CIMA®, who also goes by Glenn Scott Rodriguez, Glenn S Rodriguez, is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in Lake Mary, Florida.
Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Glenn has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Scott Rodriguez's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
March 23, 2026 - Present
CYNDEO WEALTH PARTNERS
Office #1: 1025 Greenwood Boulevard Suite 391, Lake Mary, FL 32746July 2, 1997 - March 10, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 26, 1997 - March 10, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 18, 1997 - May 27, 1997
FAIRCHILD FINANCIAL GROUP, INC.
Primary Firm SEC Registration
CYNDEO WEALTH PARTNERS
CRD#: 307781 / SEC#: 801-118839
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2026)
Exams
Current Firm
CYNDEO WEALTH PARTNERS
CRD#: 307781 / SEC#: 801-118839
Contact information
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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