Synergy Wealth Advisors

Synergy Wealth Advisors (CRD# 149774) is a financial advisory firm headquartered in , . They manage $26,867,730 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $312,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, FL

Financial Advisors at Synergy Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Herman N. Boykin
CRD#: 1221604
Tampa, FL
93
Wealthminder
score

Herman Boykin (CRD# 1221604) is an Investment Advisor Representative working at Synergy Wealth Advisors in Tampa, FL and has over 28 years of experience in the finance industry.

2
David O. Wolf
CRD#: 2090062
Tampa, FL
90
Wealthminder
score

David Wolf (CRD# 2090062) is an Investment Advisor Representative working at Synergy Wealth Advisors in Tampa, FL and has over 5 years of experience in the finance industry.

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