Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
Series 66
Industry experience
5 years
Roberto Yudice is a financial advisor at Synergy Investment Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $460 million in assets and employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles.
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
2025 - Present (1 year)
LPL Financial
2025 - Present (1 year)
Fellowship Financial Group
2024 - 2025 (1 year)
The LifeWealth Group
2023 - 2024 (1 year)
AE Wealth Management, LLC
2023 - 2024 (1 year)
Madison Avenue Securities
2023 - 2024 (1 year)
Ameriprise
2019 - 2023 (4 years)
Grupo Atlas
2018 - 2019 (1 year)
Banco Industrial
2017 - 2018 (1 year)
Scotiabank
2015 - 2017 (2 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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