Roberto Antonio Yudice

Current Employers

Employment History

• 12/2019 → 04/2023
  Ameriprise Financial Services, Llc
  Orlando, FL
• 07/2018 → 09/2019
  Grupo Atlas
  Panama
• 11/2017 → 07/2018
  Banco Industrial
  Guatemala
• 07/2015 → 11/2017
  Scotiabank
  Panama
• 04/2023 → 06/2024
  Madison Avenue Securities
  San Diego, CA
• 05/2023 → 06/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2023 → 06/2024
  The Lifewealth Group
  Winter Garden, FL
• 06/2024 → 04/2025
  Fellowship Financial Group
  Maitland, FL
• 05/2025 → Present
  Synergy Investment Management, Llc
  Maitland, FL
• 05/2025 → Present
  Lpl Financial Llc
  Maitland, FL

Previous Registrations

• 2024-06-24 → 2025-04-23
  Fellowship Financial Group
  Maitland, FL
• 2023-05-15 → 2024-06-14
  Ae Wealth Management, Llc
  Winter Garden, FL
• 2022-06-03 → 2023-04-27
  Ameriprise Financial Services, Llc
  Winter Park, FL

Other Businesses

1. Roster, LLC - Not Investment Related - Orlando, FL – Real Estate Rental Business – Principal Owner - Started 06/2023, real estate rental business added to LLC 04/2026 - 0 Hours Per Month/ 0 Hours During Securities Trading – My duties involve being the principal owner of the business. The LLC uses a management company to manage the daily operations. 2. Merit Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Started 04/2025 - 4 Hours Per Month/ 4 Hours During Securities Trading. 3. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 05/06/2025 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31

Other Names

• Roberto Antonio Yudice De La Guardia