Neil
Schraffenberger

Syntegra Private Wealth Group LLC

CRD#6190504
Investment Advisor
in Chesterfield, MO

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About this Advisor

Neil Schraffenberger is a financial advisor working in Chesterfield, Missouri. Schraffenberger is currently employed by Syntegra Private Wealth Group LLC. Throughout their career, they have worked at Axa-Advisors, University Of Cincinnati, Axa Advisors, LLC, Reiver'S Bar/Grill, Unemployed - Traveling, Stanley'S Pub, Lakewood Country Club, Bank Of The West, Bancwest Investment Services, Inc, Securities America, Inc, Securities America Advisors and Syntegra Private Wealth Group LLC. Schraffenberger has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Syntegra Private Wealth Group LLC is a company based in Chesterfield, MO. The investment advisory business has offices in three locations and a total of 17 employees. It oversees $814 million in total assets between its 3,700 client accounts, making it one of the larger firms in the country by assets under management. Of its 3,700 accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets. Syntegra Private Wealth Group LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services are offered. However, fee types charged by Syntegra Private Wealth Group LLC can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14567 N Outer 40 Rd Ste 225
Chesterfield, MO 63017

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Syntegra Private Wealth Group LLC Brokerage Details

Total Assets Under Management

$813,810,000

MO Average: $11,469,110,461
Total Number of Employees

17

MO Average: 458
Total Number of Accounts

3,700

MO Average: 33,415
Average Account Size

$219,949

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Neil Schraffenberger Work History

Neil has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Syntegra Private Wealth Group LLC

2019 - Present (5 years)

Securities America, Inc

2019 - Present (5 years)

Securities America Advisors

2018 - Present (6 years)

Reiver'S Bar/Grill

2018 - 2018 (< 1 year)

Bank Of The West

2018 - 2018 (< 1 year)

Bancwest Investment Services, Inc

2017 - 2017 (< 1 year)

Stanley'S Pub

2017 - 2018 (1 year)

Lakewood Country Club

2016 - 2017 (1 year)

Unemployed - Traveling

2014 - 2016 (2 years)

Axa Advisors, LLC

2013 - 2014 (1 year)

Axa-Advisors

2009 - 2013 (4 years)

University Of Cincinnati

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Neil Schraffenberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Syntegra Private Wealth Group LLC

Terry Moyers
Chesterfield, MO
Jessica Brown
Chesterfield, MO
Neil Schraffenberger
Chesterfield, MO
Stephen Eifler
Chesterfield, MO
Brent Roever
Chesterfield, MO
Jeffrey Fiehler
Chesterfield, MO
Thomas Burke
Chesterfield, MO
Michael Bauer
Chesterfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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