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Synergy Asset Management, LLC CRD 117201
$1.30B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-03-01 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boeing Commercial Airplanes | Everett | WA | 08/2015 | 10/2019 |
| Synergy Financial Services, Inc. | Bellevue | WA | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-01 |
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