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Amanda Davidson Stevens

SYNERGY INVESTMENT MANAGEMENT LLC·ALTAMONTE SPRINGS, Florida
SIE, Series 7, Series 9, Series 10, Series 24, Series 63Clean recordSYNERGY INVESTMENT MANAGEMENT LLC
215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714CRD# 4934813Firm CRD# 305961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Davidson Stevens · ALTAMONTE SPRINGS, FL
Registration
CRD #4934813 · SYNERGY INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SYNERGY INVESTMENT MANAGEMENT LLC
CRD 305961 · SEC 801-129970
AUM
$102M
Regulatory assets under management
Employees
20
487 client accounts
Services offered by SYNERGY INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SYNERGY INVESTMENT MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Amanda Davidson Stevens offer?
Amanda Davidson Stevens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTAMONTE SPRINGS, Florida for a consultation.
What are Amanda Davidson Stevens's credentials?
Amanda Davidson Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Davidson Stevens located?
Amanda Davidson Stevens is based in ALTAMONTE SPRINGS, Florida, working with SYNERGY INVESTMENT MANAGEMENT LLC. Their office serves clients in the ALTAMONTE SPRINGS metropolitan area and surrounding communities.
How does Amanda Davidson Stevens charge for services?
Amanda Davidson Stevens'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 INVESTMENT MANAGEMENT LLC?
SYNERGY INVESTMENT MANAGEMENT LLC has approximately 20 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYNERGY INVESTMENT MANAGEMENT LLC

Craig Robert Townsend
MAITLAND, FL
CFP
Christopher Wayne Bordner
ALTAMONTE SPRINGS, FL

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Research
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