Adviser managing $1.2 billion at UBS forms RIA
Matt Kilgroe’s Cyndeo Wealth Partners is based in St. Petersburg, Fla.
Matt Kilgroe, whose team managed $1.2 billion at UBS in St. Petersburg, Fla., has launched Cyndeo Wealth Partners, a registered investment adviser.
The new firm, whose name comes from the Greek word “syndeo,” meaning “connect,” will custody at Fidelity and use the services of Dynasty Financial Partners.
Kilgroe had been affiliated with UBS since 2012 and earlier was with Merrill Lynch.
[More: Triple Play: Shirl Penney of Dynasty on three steps to prepare advisers for growth]
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