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Owner · Synergy Financial Partners, LLC

Richard J. Levine

CRD 2893622 · Named on Form ADV at one SEC-registered adviser

At a glance

Synergy Financial Partners, LLC, an SEC-registered wealth manager based in Denver, CO with $309 million in regulatory assets, lists Richard J. Levine on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Richard’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.

Colleagues named on the same filings

  • Phil L JacobsonManaging Member/chief Compliance Officer, Synergy Financial Partners, LLC

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