# FINANCIAL SYNERGIES ADVISORY INC

FINANCIAL SYNERGIES ADVISORY INC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 104970
- Type: SEC-registered investment adviser
- SEC file number: 801-15509
- Location: 1177 W LOOP SOUTH, STE 1400, HOUSTON, TX, 77027-9086
- Phone: 713-623-6600
- Latest filing: 2006-03-21
- Regulatory AUM: $78.5M
- Discretionary AUM: $70.4M
- Non-discretionary AUM: $8.1M
- Clients: 1
- Accounts: 101

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| DURAN JOSEPH JOHN THOMAS | CHIEF EXECUTIVE OFFICER | — |
| BOMMARITO PATRICK MATTHEW | PRESIDENT | — |
| FISHBEIN NANCY MORRISON | CHIEF FINANCIAL OFFICER | — |
| WESTMAN CARYN LEE | SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| STRICKLAND BARBARA JANE | LIMITED PARTNER; PRESIDENT; PRESIDENT, DIRECTOR, SHAREHOLDER (+2 more) | — |
| HAAR REBECCA BLUMENKAMP | CCO, DIRECTOR, CORP SECRETARY; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| KOINIS THEODORE XENOPHON | VICE PRESIDENT | — |
| STRICKLAND GEORGE WILLIAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104970/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104970/similar
- Related entities: https://search.stillhousedata.com/firm/104970/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104970

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.