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Richard Jason Levine

SYNERGY FINANCIAL PARTNERS, LLC·DENVER, Colorado
Clean recordSYNERGY FINANCIAL PARTNERS, LLC
3773 CHERRY CREEK NORTH DRIVE, DENVER, CO 80209CRD# 2893622Firm CRD# 305287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Jason Levine · DENVER, CO
Registration
CRD #2893622 · SYNERGY FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Jason Levine is a registered financial advisor based in DENVER, Colorado, affiliated with SYNERGY FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SYNERGY FINANCIAL PARTNERS, LLC
SYNERGY FINANCIAL PARTNERS, LLC
AUM
$222M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SYNERGY FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2893622
Firm CRD# 305287
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Jason Levine offer?
Richard Jason Levine specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Richard Jason Levine's credentials?
Richard Jason Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Jason Levine located?
Richard Jason Levine is based in DENVER, Colorado, working with SYNERGY FINANCIAL PARTNERS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Richard Jason Levine charge for services?
Richard Jason Levine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY FINANCIAL PARTNERS, LLC?
SYNERGY FINANCIAL PARTNERS, LLC has approximately 5 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Phil L Jacobson
DENVER, CO

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Research
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