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Financial ADVSR advisor directory · SEC adviser records

Synergy Financial Partners, LLC financial advisors in Denver, CO

Every SEC-registered investment adviser representative at a Synergy Financial Partners, LLC office in Denver, A to Z.

The short answer

4 registered advisors work at Synergy Financial Partners, LLC in Denver, out of 4 at the firm nationwide; it ranks number 139 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Synergy Financial Partners, LLC advisors in Denver, A to Z

Every Synergy Financial Partners, LLC advisor →

Synergy Financial Partners, LLC advisors in every city and state →Synergy Financial Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Denver

All Denver advisors →

Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35

Questions

How many financial advisors does Synergy Financial Partners, LLC have in Denver?

4 investment adviser representatives are registered at Synergy Financial Partners, LLC offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Synergy Financial Partners, LLC one of the largest advisor employers in Denver?

Synergy Financial Partners, LLC ranks number 139 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.

How do I check a Synergy Financial Partners, LLC advisor in Denver?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Synergy Financial Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.