Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
Series 63, Series 66
Industry experience
15 years
Solomon Shen is a financial advisor at Synergy Investment Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Merit Financial Group, and Wells Fargo Advisors. Outside of his advisory work, Shen is the owner of Kick'N Ash BBQ, a home-based business. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based investment approach, offering discretionary portfolio management and financial planning through diversified portfolios including 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
2024 - Present (2 years)
LPL Financial, LLC
2016 - Present (10 years)
Merit Financial Group, LLC (DBA: Merit Financial Advisors)
2016 - 2024 (8 years)
WELLS FARGO ADVISORS LLC
2010 - 2016 (6 years)
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Is active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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