{
  "crd_number": 288715,
  "slug": "symphony-financial-team-lake-mary-fl-288715",
  "primary_business_name": "SYMPHONY FINANCIAL TEAM",
  "legal_name": "SYMPHONY FINANCIAL TEAM, LLC",
  "dbas": [],
  "city": "Lake Mary",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-08-04",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/SYMPHONYFINANICALTEAM",
    "https://linkedin.com/in/jenniferferguson1",
    "https://symphonyfinancialteam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288715",
  "city_as_filed": "LAKE MARY",
  "url": "https://advisorcensus.com/firm/symphony-financial-team-lake-mary-fl-288715",
  "display_name": "Symphony Financial Team",
  "summary": "Symphony Financial Team is a state-registered investment advisory firm in Lake Mary, FL, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2026.",
  "citation": "AdvisorCensus. Symphony Financial Team (CRD 288715): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Symphony Financial Team compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Symphony Financial Team reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Symphony Financial Team located?",
      "a": "Symphony Financial Team's principal office is in Lake Mary, FL, according to its Form ADV."
    },
    {
      "q": "Is Symphony Financial Team registered with the SEC or a state?",
      "a": "Symphony Financial Team is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288715."
    },
    {
      "q": "What types of clients does Symphony Financial Team serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (10)."
    },
    {
      "q": "Does Symphony Financial Team report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288715"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/symphony-financial-team-lake-mary-fl-288715.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288715",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}