Investment adviser representative · Synergy Financial Partners, LLC
Lary M. Weintraub
CRD 2304018 · Denver, CO
At a glance
Lary M. Weintraub is an investment adviser representative with Synergy Financial Partners, LLC in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lary’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Synergy Financial Partners, LLCSince October 2020Denver, CO · $309M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lary’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
- 3 firmsLocked
- 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.