# SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC of KANNAPOLIS, NC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 46035
- Type: SEC-registered investment adviser
- SEC file number: 801-68315
- Location: 708 MCLAIN ROAD, KANNAPOLIS, NC, 28083
- Phone: 704-295-6692
- Latest filing: 2026-04-16
- Regulatory AUM: $53.3M
- Discretionary AUM: $53.3M
- Clients: 5
- Accounts: 289

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/46035/brochure
- Similar advisers: https://search.stillhousedata.com/firm/46035/similar
- Related entities: https://search.stillhousedata.com/firm/46035/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/46035

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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.