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SYMPHONY FINANCIAL SERVICES, INC.

AKRON, OH · CRD 125058 · IAPD ↗ · 330-434-2000

$428.7MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SYMPHONY FINANCIAL SERVICES, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — SYMPHONY FINANCIAL SERVICES, INC. shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
March 2024 — SYMPHONY FINANCIAL SERVICES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.