David John Schlitt

Employer firm

Synergy Investment Management LLC CRD 305961

$681M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Lpl Financial Llc
  Maitland, FL
• 12/2014 → 08/2024
  Merit Financial Advisors, Llc
  Maitland, TX
• 08/2024 → Present
  Synergy Investment Management Llc
  Maitland, FL

Previous Registrations

• 2014-12-23 → 2024-08-30
  Merit Financial Advisors
  Matiland, FL
  Alpharetta, GA
• 2005-07-22 → 2014-12-19
  Northwestern Mutual Investment Services, Llc
  Orlando, FL
  Winter Park, FL

Other Businesses

1. BTA Holdings, PLLC - Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 - Investment and Financial planning - Owner, Manager, and Advisor - Started 01/01/2026 - 180 Hours Per Month/ 5.5 Hours During Securities Trading – My duties involve meeting with clients to review their financial plan and investments. 2. Exit Planning Institute, Orlando Chapter – Not Investment Related – Orlando, FL - Group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses - Board Member - Started 09/2023 - 3 Hours Per Month/ 0 Hours During Securities Trading – My duties are to help the membership grow and provide monthly meeting content. 3. Crump Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/2025 - 1 Hour Per Month/0 Hours During Securities Trading. 4. Schlitt Happens, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 09/22/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 5. NexStage Consulting - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/15/2024 - 20 Hrs/Mo; 10 Hrs During Trading. 6. WealthSpire at Work hosted by Synergy Wealth Alliance - Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 - Financial Wellness - Financial Wellness Coach - Started 01/01/2026 - 2 Hours Per Month/ 2 Hours During Securities Trading – I meet with employees of the company to go through a financial wellness meeting that includes debt reduction strategies, budgeting, retirement planning, and other financial wellness discussions. 7. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) – Wealth Management Advisor - Started 01/01/2026 – 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. 8. Merit Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Started 01/03/2022 - 4 Hours Per Month/ 4 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-18
• S63 Uniform Securities Agent State Law Examination
  2001-01-08

Designations

• Chartered Financial Consultant