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Brian Edward Vanwinkle

Investment Adviser Representative at SYNDICATED CAPITAL, INC.

Newark, OHCRD #2316075Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaNew JerseyOhio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/15/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/24/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Syndicated Capital, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VAN WINKLE WEALTH MANAGEMENT GROUP LLCCurrent
8/12/2005Newark, OH
MCDONALD INVESTMENTS INC.
1/18/20006/30/2003Cleveland, OH
BANC ONE SECURITIES CORPORATION
12/13/19941/19/2000Chicago, IL
WALNUT STREET SECURITIES, INC.
2/9/19941/3/1995El Segundo, CA
EQUICO SECURITIES, INC.
9/27/199312/21/1993New York, NY
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
9/27/199312/21/1993New York, NY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SYNDICATED CAPITAL, INC.

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View SYNDICATED CAPITAL, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Edward Vanwinkle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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