CYNOSURE PORTFOLIO ADVISORS LLC

CYNOSURE PORTFOLIO ADVISORS LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 337747). Regulatory assets under management: $5.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (9)

NameRoleLocation
Randal Keith QuarlesCHAIRMAN/TRUSTEENorfolk, VA
Spencer Peterson EcclesMANAGING DIRECTOR
Clista Hope EcclesTRUSTEE
Richard Grant LeeCHIEF FINANCIAL OFFICER
Emily Marva TeranCHIEF COMPLIANCE OFFICER
Kristine Lifferth EcclesTRUSTEE
Elyse Brittny WinterCHIEF PEOPLE OFFICER
William Irvin WoodsonMANAGING DIRECTOR & CO-HEAD
Gary Peter SicaMANAGING DIRECTOR & CO-HEAD

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