Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
CFP®, Series 63, Series 66
Industry experience
33 years
Jeffrey Ackler is a CFP® professional with 33 years of industry experience. He is currently an investment advisor representative at Synergy Investment Management LLC and has previously worked at Merit Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, he owns and operates a travel agency franchise, Cruise Planners - Blue Harbor Getaways LLC. 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 approximately 1,072 clients and employs a long-term, Modern Portfolio Theory–based investment approach utilizing diversified portfolios of mutual funds, ETFs, and other securities.
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 Company
2024 - Present (2 years)
Merit Financial Group, LLC (DBA: Merit Financial Advisors)
2017 - 2024 (7 years)
LPL Financial, LLC
2015 - Present (11 years)
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Other specialized services
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