CYNOSURE PORTFOLIO ADVISORS LLC
CRD #337747 SEC #801-134251 SALT LAKE CITY, UT 801-521-3100
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
8
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, RICHARD, GRANT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SICA, GARY, PETER | I | MANAGING DIRECTOR & CO-HEAD | NA | Control |
| TERAN, EMILY, MARVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTER, ELYSE, BRITTNY | I | CHIEF PEOPLE OFFICER | NA | Control |
| WOODSON, WILLIAM, IRVIN | I | MANAGING DIRECTOR & CO-HEAD | NA | Control |
| CYNOSURE WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (8)
CT FL IL MA NJ NY TX UT
Address
111 SOUTH MAIN STREETSUITE 2350
SALT LAKE CITY, UT 84111
United States
Phone: 801-521-3100