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Chief Executive Officer, Chief Compliance Officer, Principal, and Wealth Manager · Synergy Investment Management LLC

Christopher W. Bordner

CRD 4051484 · Named on Form ADV at one SEC-registered adviser

At a glance

Synergy Investment Management LLC, an SEC-registered wealth manager based in Altamonte Springs, FL with $681 million in regulatory assets, lists Christopher W. Bordner on its Form ADV as Chief Executive Officer, Chief Compliance Officer, Principal, and Wealth Manager, a control person.

Firms and roles

  • Synergy Investment Management LLCChief Executive Officer, Chief Compliance Officer, Principal, and Wealth ManagerWealth manager · Altamonte Springs, FL · $681M in regulatory assets

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.