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Synergy Investment Management LLC CRD 305961
$681M regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-16 |
Branch Locations
215 North Westmonte Drive, Altamonte Springs, FL 32714 • United States
Ponte Vedra Beach, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Ponte Vedra Beach | FL | 03/2013 | Present |
| Independent Financial Partners | Ponte Vedra Beach | FL | 05/2008 | 01/2019 |
| Private Advisor Group, Llc | Ponte Vedra Beach | FL | 09/2018 | 02/2024 |
| Synergy Investment Management, Llc | Ponte Vedra Beach | FL | 02/2024 | Present |
1. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 02/2024 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. 2. St Johns County Tourist Development Council - Not investment related - 500 San Sebastian View, St Augustine, FL 32084 - Board advises County Commission on tourist related matters. - Volunteer Board member – Started 08/5/2024 - 4 Hours Per Month/ 4 Hours During Securities Trading - I attend monthly meetings and take input from stakeholders regarding tourism related issues in St. Johns County.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
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