# Symphony Financial Team

> 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.

- CRD: 288715
- Filed as: SYMPHONY FINANCIAL TEAM
- Legal name: Symphony Financial Team, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288715
- AdvisorCensus page: https://advisorcensus.com/firm/symphony-financial-team-lake-mary-fl-288715

## Quick answers

**How is Symphony Financial Team compensated?**
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.

**Where is Symphony Financial Team located?**
Symphony Financial Team's principal office is in Lake Mary, FL, according to its Form ADV.

**Is Symphony Financial Team registered with the SEC or a state?**
Symphony Financial Team is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288715.

**What types of clients does Symphony Financial Team serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (10).

**Does Symphony Financial Team report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $0 |
| High net worth individuals | 10 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- symphonyfinancialteam.com
- Facebook @SYMPHONYFINANICALTEAM
- LinkedIn @jenniferferguson1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Symphony Financial Team (CRD 288715): Form ADV filing data as of October 2026.