Daniel K. Anderson

CYNOSURE GROUP

Salt Lake City, UT 84111-1929

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CRD#: 4808567

Professional summary

Daniel Kenneth Anderson, who also goes by Dan Anderson, is a registered financial advisor currently at CYNOSURE GROUP, LLC located in Salt Lake City, Utah.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Anderson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Kenneth Anderson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 27, 2023 - Present

CYNOSURE GROUP, LLC

Office #1: 111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929

RIA

CRD#: 281399

Salt Lake City, UT

Past

August 23, 2022 - December 31, 2022

CYNOSURE GROUP, LLC

RIA

CRD#: 281399

SALT LAKE CITY, UT

Past

July 9, 2008 - March 26, 2010

INSPHERE SECURITIES, INC.

CRD#: 136433

SALT LAKE CITY, UT

Past

August 31, 2004 - July 2, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SALT LAKE CITY, UT

Past

July 1, 2004 - August 23, 2004

SECU BROKERAGE SERVICES

CRD#: 19899

RALEIGH, NC

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".

CYNOSURE GROUP, LLC

CRD#: 281399 / SEC#: 801-107042

RIA

Registered Investment Advisory firm - (12/14/2015 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

Utah
(1/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/30/2004

General Securities Representative Examination

Current Firm

CYNOSURE GROUP, LLC

CRD#: 281399 / SEC#: 801-107042

RIA

Registered Investment Advisory firm - (12/14/2015 Approved)

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Contact information

Main Address

111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929

Mailing Address

Phone number

(801) 521-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYNOSURE WEALTH ADVISORS ADV PART 2A BROCHURE (3/31/2025)

CYNOSURE STRATEGIES FORM ADV PART 2A BROCHURE (3/31/2025)

CYNOSURE PARTNERS ADV PART 2A BROCHURE (3/31/2025)

CYNOSURE CAPITAL MANAGEMENT ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	719
AUM (Assets Under Management)	$ 6,565,356,221

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2025	Cover Page	Report
02/25/2025	Cover Page	Report
01/08/2024	Cover Page	Report
04/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel K. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Kenneth Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYNOSURE GROUP, LLC

CYNOSURE GROUP, LLC

INSPHERE SECURITIES, INC.

WELLS FARGO INVESTMENTS, LLC

SECU BROKERAGE SERVICES

Primary Firm SEC Registration

CYNOSURE GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/20/2004

Series 7

Date: 6/30/2004

Current Firm

CYNOSURE GROUP, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CYNOSURE GROUP, LLC

TRUST BUT VERIFY

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