Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
ChFC®, Series 63, Series 66
Industry experience
36 years
David Schlitt is a financial advisor at Synergy Investment Management LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Synergy in 2024, he worked at LPL Financial and Merit Financial Advisors. Outside of his advisory roles, he is involved with Schlitt Happens, LLC, a business entity for tax and investment purposes. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages diversified portfolios using a Modern Portfolio Theory–based approach and employs proprietary quantitative tools, overseeing assets for over 1,000 clients across six offices.
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
2024 - Present (2 years)
LPL Financial
2014 - Present (12 years)
Merit Financial Advisors, Llc
2014 - 2024 (10 years)
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