Best Investors
Account
Sign in
Best Investors
Account
Sign in
Synergist Wealth Advisors CRD 127126
$37.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3855 Via Nona Marie, Carmel, CA 93923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-06-23 |
Branch Locations
3855 Via Nona Marie P.O. Box 1844, Carmel, CA 93921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergist Wealth Advisors Llc | Carmel | CA | 05/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-17 |
Reach out to this advisor