Synergy Brokerage

Synergy Brokerage (CRD# 127367) is a financial advisory firm headquartered in , . They manage $3,800,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $271,429
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Synergy Brokerage
Showing 1 - 1 of 1 top financial advisors.
1
Michael A. Scott
CRD#: 1274198
Newnan, GA
93
Wealthminder
score

Michael Scott (CRD# 1274198) is an Investment Advisor Representative working at Synergy Brokerage in Newnan, GA and has over 30 years of experience in the finance industry.

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