Public Disclosures - Capital Synergy Partners

JavaScript seems to be Disabled! Some of the website features are unavailable unless JavaScript is enabled.

Who is CSP

Public Disclosures

Icon of Business Continuity Plan Business Continuity Plan

Icon of Customer Complaints Disclosure Customer Complaints Disclosure

Icon of Customer Identification Disclosure Customer Identification Disclosure

Icon of EFT Disclosure EFT Disclosure

Icon of Margin Disclosure Margin Disclosure

Icon of Mutual Funds Public Disclosure Mutual Funds Public Disclosure

Icon of Notice of Privacy Policy (Public Disclosures) Notice of Privacy Policy (Public Disclosures)

Icon of Options Disclosure Options Disclosure

Icon of Payment for Orderflow Disclosure Payment for Orderflow Disclosure

Icon of SEC Investor Tips_ Variable Annuities (Public Disclosure) SEC Investor Tips_ Variable Annuities (Public Disclosure)

Icon of SIPC Disclosure SIPC Disclosure

Copyright @2011-2016. Capital Synergy Partners® All Rights Reserved.

The Capital Synergy Partners® (CSP) Web site is maintained exclusively for active producers appointed with CSP, and is intended for broker use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CSP Web site by its users is strictly prohibited.

FINRA | BrokerCheck | SIPC | MSRB