CYNOSURE ADVISORS, LLC
Legal name: CYNOSURE ADVISORS
CRD #282446 SEC #801-107255 SALT LAKE CITY, UT 801.521.3100
SEC Registered
Total AUM
$442.8M
Discretionary
$442.8M
Employees
8
Clients
--
Accounts
89
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| DICARO, SOPHIA, MASAMI | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNTER, DAVID, REED | I | MANAGING DIRECTOR/HEAD OF INVESTOR RELATIONS | NA | |
| HUNTER, DAVID, REED | I | MANAGING DIRECTOR/HEAD OF INVESTOR RELATIONS | NA | |
| QUARLES, RANDAL, KEITH | I | MANAGING DIRECTOR | NA | Control |
| QUARLES, RANDAL, KEITH | I | MANAGING DIRECTOR | NA | Control |
| QUARLES, RANDAL, KEITH | I | MANAGING DIRECTOR | NA | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| ECCLES, SPENCER, PETERSON | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| Eccles, Spencer, P. | I | MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| QUARLES, RANDAL, KEITH | I | MEMBER AND CHAIRMAN | C | Control |
| QUARLES, RANDAL, KEITH | I | MEMBER AND CHAIRMAN | C | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | MANAGING DIRECTOR/MEMBER | B | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | TRUST/MEMBER | B | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | TRUST/MEMBER | B | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | TRUST/MEMBER | B | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | TRUST/MEMBER | B | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | TRUST/MEMBER | B | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | TRUST/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| TAYLOR, RICHARD, KEITH | I | MANAGING DIRECTOR/MEMBER | B | Control |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| ECCLES, CLISTA, HOPE | I | MEMBER | A | |
| Eccles, C., Hope | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Katherine, Ann | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Eccles, Lisa, Ellen | I | MEMBER | A | |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
| Scruggs, Herbert, Eugene | I | MANAGING DIRECTOR/MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ECCLES, CLISTA, HOPE | I | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | Control |
| ECCLES, CLISTA, HOPE | I | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | Control |
| ECCLES, CLISTA, HOPE | I | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | Control |
| ECCLES, CLISTA, HOPE | I | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | Control |
| ECCLES, CLISTA, HOPE | I | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | Control |
| ECCLES, CLISTA, HOPE | I | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | Control |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E | |
| RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | DE | RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | E |
Registrations
Federal
IA
Mar 26, 2018 REGISTERED
Notice Filings (2)
CA UT
Address
79 SOUTH MAIN STREET4TH FLOOR
SALT LAKE CITY, UT 84111-1929
United States
Phone: 801.521.3100