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BH

Brandon D. Hess

CYNDEO WEALTH PARTNERS
Grosse Pointe Park, MI
Some features on this profile are disabled
CRD#: 7502729
BH

Professional summary

Brandon David Hess is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in Grosse Pointe Park, Michigan.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brandon has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
(1) 10/2006 Hess Law Group, PC; Non Investment Related; Attorney; Law Firm; Grosse Pointe, Michigan; 90% of professional time spent; General Council for business clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon David Hess'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

February 4, 2022 - Present

CYNDEO WEALTH PARTNERS

RIA
CRD#: 307781
Grosse Pointe Park, MI

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".
CW
CYNDEO WEALTH PARTNERS
CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA
Registered Investment Advisory firm - (6/3/2020 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
Michigan
(2/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2020
Uniform Investment Adviser Law Examination

Current Firm

CW
CYNDEO WEALTH PARTNERS
CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA
Registered Investment Advisory firm - (6/3/2020 Approved)
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Contact information

Main Address
200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701
Mailing Address
Phone number
(727) 472-3700
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (27 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

CYNDEO WEALTH PARTNERS ADV BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts4,011
AUM (Assets Under Management)$ 2,580,844,138

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
09/11/2024
Cover Page
Report
11/27/2023
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

CYNDEO WEALTH PARTNERS

CRD#: 307781Grosse Pointe Park, MI

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