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MS

Mark R. Siddoway

CYNOSURE GROUP
Salt Lake City, UT 84111-1929
Some features on this profile are disabled
CRD#: 5997192
MS

Professional summary

Mark Robert Siddoway is a registered financial advisor currently at CYNOSURE GROUP, LLC located in Salt Lake City, Utah.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Mark Robert Siddoway'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

September 19, 2022 - December 31, 2022

CYNOSURE GROUP, LLC

RIA
CRD#: 281399
SALT LAKE CITY, UT
Past

August 26, 2015 - September 14, 2022

GRANDEUR PEAK GLOBAL ADVISORS

RIA
CRD#: 158270
SALT LAKE CITY, UT
Past

November 29, 2011 - September 13, 2022

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
SALT LAKE CITY, 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".
CG
CYNOSURE GROUP, LLC
CYNOSURE CAPITAL MANAGEMENT | THE CYNOSURE GROUP | CYNOSURE WEALTH ADVISORS | CYNOSURE STRATEGIES | CYNOSURE PARTNERS | CYNOSURE MANAGEMENT, LLC | 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)

Exams

State Security Law Exam
RR
Series 63
Date: 11/29/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/13/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/28/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CG
CYNOSURE GROUP, LLC
CYNOSURE CAPITAL MANAGEMENT | THE CYNOSURE GROUP | CYNOSURE WEALTH ADVISORS | CYNOSURE STRATEGIES | CYNOSURE PARTNERS | CYNOSURE MANAGEMENT, LLC | 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
43

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYNOSURE|CHECKETTS SPORTS CAPITAL PARTNERS, LLC PART 2A BROCHURE (11/26/2025)
CYNOSURE CAPITAL MANAGEMENT ADV PART 2A BROCHURE (3/31/2025)
CYNOSURE STRATEGIES FORM ADV PART 2A BROCHURE (3/31/2025)
CYNOSURE WEALTH ADVISORS ADV PART 2A BROCHURE (3/31/2025)
CYNOSURE PARTNERS ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts719
AUM (Assets Under Management)$ 6,565,356,221

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CYNOSURE GROUP, LLC

CRD#: 281399Salt Lake City, UT 84111-1929

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