Gregory J. Bourne
Professional summary
Gregory J Bourne, AIF®, who also goes by Greg Bourne, is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in St. Petersburg, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gregory has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory J Bourne's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2024 - Present
CYNDEO WEALTH PARTNERS
Office #1: 200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701January 12, 2009 - September 29, 2017
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
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
(10/3/2024)
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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