Cynthia Marsteller is a registered investment advisor at &partners, based in Nashville, TN, with 39 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215
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Regulatory History (2)
Criminal
August 2013Customer Dispute
February 2000Other Business Activities
Cynthia owns an Airbnb rental property and is a board member for the George C Marshall Foundation. She dedicates minimal time to each of these activities.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Anderson & Strudwick, IncorporatedBroker
Tucker, Anthony & R. L. Day, INC.Broker
Painewebber IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.