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Managing Member/ CCO · Synergy Capital

Tracy Powell-Warne

CRD 7852156 · Named on Form ADV at one SEC-registered adviser

At a glance

Synergy Capital, an SEC-registered wealth manager based in Fort Collins, CO with $99 million in regulatory assets, lists Tracy Powell-Warne on its Form ADV as Managing Member/ CCO, a control person.

Firms and roles

  • Synergy CapitalManaging Member/ CCOWealth manager · Fort Collins, CO · $99M in regulatory assets

AtlasMembers

Tracy’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

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