Synergy Investment Management LLC

CRD 305961 · Altamonte Springs, FL · $681.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305961
SEC number: 801-129970
Firm type: RIA
Assets under management: $681.5M as of May 20, 2026
Website: www.synergywealthalliance.com ↗
Phone: 321-203-4458
Address: 215 North Westmonte Drive, Altamonte Springs, FL, 32714

Advisors at this firm

17 in our index · page 1 of 1

Jeffrey AcklerCRD 2227187 · Maitland, FL

IA RegisteredBroker
Christopher Wayne BordnerCRD 4051484 · Altamonte Springs, FL

IA RegisteredBroker

Disclosure event(s) on record
Christopher Michael ClaudeCRD 7143038 · Altamonte Springs, FL

IA RegisteredBroker
Guy Britton DavidsonCRD 7772060 · Altamonte Springs, FL

IA RegisteredBroker
Shari Leigh FlowersCRD 6198234 · Avon Park, FL

IA RegisteredBroker
Thomas Theodore GerardiCRD 5239624 · The Villages, FL

IA RegisteredBroker

Disclosure event(s) on record
Jimmy Dale GreeneCRD 4228890 · Altamonte Springs, FL

IA RegisteredBroker
Carrie Boliek LetsingerCRD 5589062 · Fruitland Park, FL

IA RegisteredBroker
Isabel Ivette OrtizCRD 7171637 · Maitland, FL

IA RegisteredBroker
Rene PersaudCRD 4233566 · Altamonte Springs, FL

IA RegisteredRegistration inactive
Liam RileyCRD 8069283 · Altamonte Springs, FL

IA Registered
David John SchlittCRD 1948749 · Altamonte Springs, FL

IA RegisteredBroker
Solomon ShenCRD 5778149 · Altamonte Springs, FL

IA RegisteredBroker
Levi Cardin SilvasCRD 7567380 · Ocala, FL

IA RegisteredBroker
Jason Blair TuckerCRD 3031829 · Altamonte Springs, FL

IA Registered
Michael Paul WicksCRD 2546082 · Ponte Vedra Beach, FL

IA RegisteredBroker

Disclosure event(s) on record
Roberto Antonio YudiceCRD 7212539 · Altamonte Springs, FL

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.