SYNERGY ADVISORS GROUP, LLC X-17A-5 (2017-02-27) — Broker-dealer annual report

Full text of SYNERGY ADVISORS GROUP, LLC's X-17A-5 filed 2017-02-27 (period 2016-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: SYNERGY ADVISORS GROUP, LLC
• Form: X-17A-5
• Filed: 2017-02-27
• Period: 2016-12-31
• Accession: 0001260218-17-000001
• CIK: 1260218
• File #: 8-66114
• Material weakness: No
• Auditor: Breard & Associates, Inc.
• Auditor location: Northridge, CA
• Contact: Bob Maggiacomo
• Phone: 310-414-3200
• Signed by: Robert M. Maggiacomo (Managing Partner)

Document text (excerpt)

X-17A-5 0001260218 XXXXXXXX LIVE false false false 01-01-2016 12-31-2016 Broker-dealer N SYNERGY ADVISORS GROUP, LLC 840 APOLLO STREET SUITE 213 EL SEGUNDO CA 90245 Bob Maggiacomo 310-414-3200 Breard & Associates, Inc. 9221 Corbin Avenue, Suite 170 Northridge CA 91324 Certified Public Accountant Robert M. Maggiacomo SYNERGY ADVISORS GROUP, LLC 02-24-2017 Robert M. Maggiacomo Managing Partner Y

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• X-17A-5 — 2026-03-02
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• X-17A-5 — 2024-02-28
• X-17A-5 — 2023-02-23
• X-17A-5 — 2022-02-23
• X-17A-5 — 2021-02-18
• X-17A-5/A — 2020-03-05
• X-17A-5 — 2020-02-27
• X-17A-5 — 2019-03-27
• X-17A-5 — 2018-02-26
• X-17A-5 — 2016-02-25
• X-17A-5 — 2015-02-25

Original filing on SEC EDGAR (source of record)