Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
Series 66
Industry experience
4 years
Christopher Claude Jr. is a financial advisor at Synergy Investment Management LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, LLC, Financial Services of Central Florida, Inc., and Integra Realty Resources. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based approach that includes diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments.
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.
215 North Westmonte Drive
Altamonte Springs, FL 32714
Florida
Synergy Investment Management, LLC
2025 - Present (1 year)
LPL Financial, LLC
2021 - Present (5 years)
Financial Services of Central Florida, Inc.
2019 - 2021 (2 years)
Integra Realty Resources
2018 - 2019 (1 year)
Academy Sports
2017 - 2018 (1 year)
Competitor Gym
2015 - 2016 (1 year)
University of Central Florida
2014 - 2018 (4 years)
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