Full text of SYNERGY ADVISORS GROUP, LLC's X-17A-5 filed 2025-02-18 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **Synergy Advisors Group, LLC dba Synergy Advisors, LLC Report Pursuant to Rule 17a-5 (e) Financial Statement For the Year Ended December 31, 2024** This report is filed in accordance with rule 17a-5(e)(3) Under the Securities Exchange Act of 1934 as a PUBLIC document. {1}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** # **ANNUAL REPORTS FORM X-17A-5 PART** Ill **FACING PAGE** **Information Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** | FILING FOR THE PERIOD BEGINNING 01/01/24 | | AND ENDING 12/31 f24 | |------------------------------------------|--|----------------------| | | | | MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME OF FIRM: SYNERGY ADVISORS GROUP, LLC OBA SYNERGY ADVISORS, LLC TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer D Security-based swap dealer □ Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 880 APOLLO STREET SUITE 230 | | (No. and Street) | | |----------------------------------------------|------------------|----------------------------| | EL SEGUNDO | CA | 90245 | | (City) | (State) | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | Robert M. Maggiacomo (310) 414-3200 | | bob@synergyadvisorsllc.com | (Name) (Area Code - Telephone Number) (Email Address) #### **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* # DCPA | (Name - if individual, state last, first, and middle name) | | | | | | |-------------------------------------------------------------------|--|--------|---------------------------------------------|---------|------------------| | 2121 Avenue of the Stars #800 Century City | | | | | California 90067 | | (Address) | | (City) | | (State) | (Zip Code) | | 9/15/2020 | | | 6567 | | | | rte of Registratlon with PCAOB)(O applica~e) FOR OFFIOAL USE ONLY | | | (PCAOB Registration Numbec, If appllca~e) I | | | | | | | | | | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e}(l}(ii), if applicable. **Persons who are…Read the full text as markdown