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
Ocala, FL
Credentials
Series 66
Industry experience
3 years
Levi Silvas is a financial advisor at Synergy Investment Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Autosource, New Construction Plus, FedEx, and ASB Financial. 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 across roughly 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach.
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.
Ocala, FL
Florida
Synergy Investment Management LLC
2025 - Present (1 year)
LPL Financial, LLC
2022 - Present (4 years)
Autosource
2020 - 2022 (2 years)
New Construction Plus
2017 - 2022 (5 years)
Autosource
2016 - 2019 (3 years)
FedEx
2016 - 2016 (1 year)
ASB Financial
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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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.
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