Advisor at Synergy Investment Management LLC
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Liam Riley is a financial advisor at Synergy Investment Management LLC with a Series 65 designation and one year of experience at the firm. His prior roles include positions at Longship Group and teaching appointments at the University of Central Florida and Valencia College. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include 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
2025 - Present (1 year)
Longship Group
2023 - 2024 (1 year)
University of Central Florida
2022 - 2025 (3 years)
YMCA
2021 - 2022 (1 year)
Valencia College
2020 - 2022 (2 years)
Unemployed
2020 - 2020 (1 year)
Olympia High School
2016 - 2020 (4 years)
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