Adviser and broker representative · Synergy Investment Management LLC
Isabel I. Ortiz
CRD 7171637 · Tavares, FL
At a glance
Isabel I. Ortiz is an investment adviser representative with Synergy Investment Management LLC in Tavares, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Isabel’s SEC record dates to 2022, about 4 years ago. Isabel is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Synergy Investment Management LLCSince September 2024Tavares, FL · $681M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Isabel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.