Synergy Advisors, LLC

Overview

Synergy Advisors, LLC is a limited liability company that has been SEC-registered since 2003 and is individually owned. FINTRX classifies the firm as an investment bank rather than as a capital allocator; the data explicitly indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Additional flags in the record show Synergy Advisors is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The information in FINTRX is sparse on service lines and fee arrangements, so the Profile emphasizes the regulatory and structural facts above rather than a detailed business model. The classification as an investment bank suggests a focus on transactional or advisory work rather than traditional discretionary wealth management, but FINTRX does not provide firm-level descriptions of client segments or specific advisory activities.

Assets & Accounts

Location & Offices