Advisor at Synergy Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Synergy Investment Management LLC
Location
Fruitland Park, FL
Credentials
Series 63, Series 66
Industry experience
17 years
Carrie Letsinger is a financial advisor with Synergy Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at LPL Financial LLC, ProEquities, Inc, and Wachovia Bank, N.A. She provides investment advisory services through Synergy Investment Management, an independent registered investment advisor. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, constructing diversified portfolios using mutual funds, ETFs, and other investment vehicles, and incorporates proprietary quantitative tools in its recommendations.
Based on Synergy Investment Management LLC
Based on Synergy Investment Management LLC
Financial planning standalone fixed fees up to $20,000, depending on complexity and services requested.
Certain Advisory Persons are registered representatives and earn commissions in separate capacity; commissions earned are separate and in addition to advisory fees.
Fruitland Park, FL
Florida
Synergy Investment Management
2025 - Present (1 year)
LPL Financial
2019 - Present (7 years)
Krsek Wade Llc Dba Synergy Wealth Alliance
2018 - 2019 (1 year)
Cetera Advisors
2018 - 2019 (1 year)
ProEquities, Inc
2012 - 2018 (6 years)
Wachovia Bank, N.A.
2011 - 2018 (7 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Dushane Management, Inc.
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