Cynosure Portfolio Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 337747
- SEC number
- 801-134251
- Firm type
- RIA
- Assets under management
- $5.8M as of May 27, 2026
- Website
- cynosureportfolioadvisors.com ↗
- Phone
- 801-521-3100
- Address
- 111 South Main Street, Salt Lake City, UT, 84111
Advisors at this firm
6 in our index · page 1 of 1
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Jason Morgan CainCRD 5440350 · Jupiter, FLIA Registered
-
Emerson Heath EdwardsCRD 8184588 · Salt Lake City, UTIA Registered
-
William Christopher JohnsonCRD 8300123 · Salt Lake City, UTIA Registered
-
Brendon Makana KempinCRD 6999927 · Sunnyvale, CAIA RegisteredRegistration inactive
-
Jared A SchumannCRD 5824690 · Weehawken, NJIA RegisteredRegistration inactive
-
Gary Peter SicaCRD 6296159 · Colts Neck, NJIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 337747 ↗
FINRA BrokerCheck record for firm CRD 337747 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.