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Managing Principal/cco · Synergy Wealth Management, LLC

Fredrick R. Iacovoni

CRD 2674856 · Named on Form ADV at one SEC-registered adviser

At a glance

Synergy Wealth Management, LLC, an SEC-registered wealth manager based in Grand Rapids, MI with $127 million in regulatory assets, lists Fredrick R. Iacovoni on its Form ADV as Managing Principal/cco, a control person.

Firms and roles

AtlasMembers

Fredrick’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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