Cynthia D. Vandermeid
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cynthia D Vandermeid, CFP®, who also goes by Cynthia V Taradash, Cynthia Dee Vandermeid, Cynthia D Vandermeid, was a registered financial professional .
Cynthia is a previously registered financial professional and started their career in finance in 2000. Cynthia had worked at 2 firms and has passed the Series 65 exam.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2000
Experience
August 15, 2018 - December 31, 2023
MILNE FINANCIAL PLANNING, INC.
September 29, 2000 - October 1, 2018
CVT FINANCIAL PLANNING
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
MILNE FINANCIAL PLANNING, INC.
CRD#: 116346 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 364 |
| AUM (Assets Under Management) | $ 96,663,263 |
Red Flags
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