Lary Matthew Weintraub

Employer firm

Synergy Financial Partners, LLC CRD 305287

$309M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2009 → 08/2020
  Park Avenue Securities
  Greenwood Village, CO
• 05/2009 → 08/2020
  Guardian Life Insurance Company Of America
  Greenwood Village, CO
• 08/2020 → Present
  Synergy Financial Partners, Llc
  Denver, CO

Previous Registrations

• 2009-07-13 → 2020-09-09
  Park Avenue Securities Llc
  Greenwood Village, CO
• 2003-06-23 → 2004-12-02
  Southtrust Securities, Llc
  Boca Raton, FL
• 2001-01-26 → 2003-06-27
  Ubs Financial Services Inc.
  Ft Lauderdale, FL

Other Businesses

1. Wealth Strategy Advisors LLC This LLC is for a tax and liability protection strategy for me. Start: 05/01/2006 Address: 6455 S Yosemity St Ste 300; Greenwood Village, CO 80111 0 hrs per month

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-03
• S65 Uniform Investment Adviser Law Examination
  2001-05-08

Designations

• Certified Financial Planner

Other Names

• Lary M Weintraub
• Lary Matthew Weintraub
• Lary Matthew Weinthraub