Solomon
Kilgroe
Cyndeo Wealth Partners
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About this Advisor
Solomon Kilgroe is a financial advisor based in Saint Petersburg, Florida, working with Cyndeo Wealth Partners. Solomon has previously held positions at Fergs Sports Bar And Grill, UBS Financial Services, PDQ Restaurant, Dimmitt Automotive Group, Cyndeo Wealth Partners, and Randolph-Macon College. Solomon has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Solomon is part of Cyndeo Wealth Partners, which operates out of Saint Petersburg, Florida. The firm has 3 offices and 19 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cyndeo Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cyndeo Wealth Partners Brokerage Details
$1,996,710,237
19
3,924
$508,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Solomon Kilgroe Work History
Cyndeo Wealth Partners
Dimmitt Automotive Group
Pdq Restaurant
Randolph-Macon College
Ubs Financial Services
Randolph-Macon College
Fergs Sports Bar And Gril
Randolph-Macon College
Randolph-Macon College
N/A
Disclosures
Please visit the SEC profile of Solomon Kilgroe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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