SYNERGY INVESTMENT GROUP, LLC of KANNAPOLIS, NC is an SEC-registered investment adviser (CRD 46035). Regulatory assets under management: $53.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| HAYES WILLIAM PATRICK | CHIEF COMPLIANCE OFFICER | — |
| DEFLOREO RITA CAROL | CHIEF COMPLIANCE OFFICER | — |
| PALLADINO CHRISTOPHER JOSEPH | PRESIDENT; SHAREHOLDER | — |
| BAIN TIMOTHY JOHN | COO/FINOP | — |
| SIDES ERIC CHRISTOPHER | SROP | — |
| WESLEY MARK CHRISTOPHER | SROP | — |
| JONES JEFFREY DEAN | GENERAL COUNSEL; GENERAL COUNSEL/DIRECTOR OF COMPLIANCE; MAJORITY OWNER (+1 more) | — |
| MEDLIN BURTON TROY | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| VANHAMME TRACY M | FINOP | — |
| DUFFIE RYAN PATRICK | CHIEF COMPLIANCE OFFICER | — |