Articles Tagged with Capital Synergy Partners

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Agustin Molina (Molina), previously associated with Capital Synergy Partners, has at least one disclosable event. These events include one customer complaint, alleging that Molina recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $160,000.00 on January 13, 2026.

Client alleges between February of 2022 and early 2025, Advisor provided advice on managed accounts that did not align with Client’s risk tolerance, and other causes of action.

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