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
Altamonte Springs, FL 32714
Credentials
Series 63, Series 65
Guy Davidson is a financial advisor with Synergy Investment Management LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he is involved with Bluegrass Chic Floral, a business he has been associated with since 2025. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets. The firm employs a long-term, Modern Portfolio Theory-based approach using diversified portfolios composed of mutual funds, ETFs, and other securities, supported by proprietary quantitative tools and multiple office locations.
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
2026 - Present (1 year)
LPL Financial
2026 - Present (1 year)
Bluegrass Chic Floral
2025 - Present (1 year)
NYLIFE Securities LLC
2024 - 2025 (1 year)
New York Life Insurance Company
2023 - 2025 (2 years)
unemployed
2023 - 2023 (1 year)
Davidson Lawn and Landscape
2022 - 2023 (1 year)
CLC
2020 - 2022 (2 years)
Better Buds
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Orlando, FL
LE Capital Management LLC
Series 65
Orlando, FL
Empire Financial Group, LLC
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
Series 66
Orlando, FL
Triumph Private Wealth
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")