Peter Frantzis
Professional summary
Peter Frantzis is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in St. Petersburg, Florida.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Peter has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Frantzis's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2020 - Present
CYNDEO WEALTH PARTNERS
Office #1: 200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701June 12, 2020 - December 22, 2021
PURSHE KAPLAN STERLING INVESTMENTS
February 27, 2012 - July 6, 2020
UBS FINANCIAL SERVICES INC.
February 27, 2012 - July 6, 2020
UBS FINANCIAL SERVICES INC.
March 24, 2006 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 26, 2006 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(8/19/2020)
(6/16/2020)
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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