Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Synergy Investment Management LLC financial advisors

Every SEC-registered investment adviser representative at Synergy Investment Management LLC, by the state and city of the office they work from.

The short answer

16 registered advisors work at Synergy Investment Management LLC, in 1 state and 5 cities; the most are in Altamonte Springs, FL (11). 3 list the CFP designation and 15 are also registered broker representatives.

Search every Synergy Investment Management LLC advisor by name →Who joined and left Synergy Investment Management LLC →Synergy Investment Management LLC: assets, clients and custodians →

Cities with the most Synergy Investment Management LLC advisors

Altamonte Springs, FL 11Tavares, FL 2Fruitland Park, FL 1Lake Mary, FL 1Ocala, FL 1

Synergy Investment Management LLC advisors by state

Synergy Investment Management LLC in Florida 16

Altamonte Springs 11Tavares 2Fruitland Park 1Lake Mary 1Ocala 1

Questions

How many financial advisors does Synergy Investment Management LLC have?

16 investment adviser representatives are registered with Synergy Investment Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 5 cities. 3 list the CFP designation and 15 are also registered as broker representatives.

Where does Synergy Investment Management LLC have the most advisors?

Altamonte Springs, FL, with 11 registered advisors, then Tavares, FL (2). By state, Florida has the most, with 16.

How do I find a Synergy Investment Management LLC financial advisor near me?

Pick your state below, then your city, to see every Synergy Investment Management LLC advisor registered at an office there. Each one 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. An advisor registered at Synergy Investment Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →