Christopher Janusz Cyndecki
CFP®Professional Summary
Christopher Janusz Cyndecki, CFP® is a registered financial advisor currently at PIONEER WEALTH MANAGEMENT GROUP located in Austin, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
Specializations
Biography
In his spare time, Chris enjoys spending time outdoors (hiking, skiing, scuba diving), traveling, and reading non-fiction. Chris is passionate about education and volunteers as Treasurer for Austin Kids Can!, an organization dedicated to closing the achievement gap for economically disadvantaged children in Austin, Texas.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CYPRESS WEALTH MANAGEMENT GROUP LLC | PIONEER WEALTH MANAGEMENT GROUP, INC | PIONEER WEALTH MANAGEMENT GROUP
Contact Information
Main Address
800 W 5th St Unit 100-b, Austin, TX 78703Phone Number
(512) 334-6800# of Employees
11SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,658AUM (Assets Under Management)
$399,224,017Similar Advisors
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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.
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Primary Firm SEC Registration
CYPRESS WEALTH MANAGEMENT GROUP LLC | PIONEER WEALTH MANAGEMENT GROUP, INC | PIONEER WEALTH MANAGEMENT GROUP
State Registrations and Notice Filings
(6/27/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Janusz Cyndecki's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Investment Management
- Retirement Planning
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