Kamala W. Asay

CYNOSURE GROUP

Salt Lake City, UT 84111-1929

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CRD#: 4960379

Professional summary

Kamala Woolley Asay, who also goes by Kami Asay, Kamala Woolley, Kami Woolley, is a registered financial advisor currently at CYNOSURE GROUP, LLC located in Salt Lake City, Utah.

Kamala is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kamala has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 99 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kami Asay | Kamala Woolley | Kami Woolley

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.

(1)Name of Business: Address: 2368 North 675 West , Layton, UT, 84041, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/26/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be a NuSkin Representative and sell their products via Facebook.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamala Woolley Asay'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

September 1, 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

April 14, 2021 - July 21, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Holladay, UT

Past

January 2, 2020 - July 21, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Salt Lake City, UT

Past

October 17, 2012 - December 31, 2019

FIRST WESTERN ADVISORS

CRD#: 13623

HOLLADAY, UT

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
(9/1/2023)

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

IAR

Series 66

Date: 4/12/2021

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/12/2015

General Securities Representative Examination

General Industry/Product Exam

Series 99

Date: 10/16/2012

Operations Professional 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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Firm Stability Insights

Kamala W. Asay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamala Woolley Asay's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIRST WESTERN ADVISORS

Primary Firm SEC Registration

CYNOSURE GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2021

SIE

Date: 10/1/2018

Series 7

Date: 2/12/2015

Series 99

Date: 10/16/2012

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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