FINANCIAL SYNERGIES ADVISORY INC of HOUSTON, TX is an SEC-registered investment adviser (CRD 104970). Regulatory assets under management: $78.5M.
| 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 | — |