Cynthia L. Turoski
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 Lee Turoski, CFP®, who also goes by Cynthia Lee Patterson, was a registered financial professional .
Cynthia is a previously registered financial professional and started their career in finance in 2000. Cynthia had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
September 28, 2021 - September 15, 2023
BONADIO WEALTH ADVISORS, LLC
February 7, 2002 - December 31, 2004
MML INVESTORS SERVICES, LLC
July 5, 2000 - October 23, 2000
CADARET, GRANT & CO., INC.
May 17, 2000 - July 18, 2000
1ST GLOBAL CAPITAL CORP.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
BONADIO WEALTH ADVISORS, LLC
CRD#: 118734 / SEC#:
Contact information
Red Flags
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