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Amanda Davidson Stevens

SYNERGY INVESTMENT MANAGEMENT LLC·ALTAMONTE SPRINGS, Florida
Unclaimed Profile
215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714CRD# 4934813Firm CRD# 305961
01

About

Amanda Davidson Stevens is a registered financial advisor based in ALTAMONTE SPRINGS, Florida, affiliated with SYNERGY INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYNERGY INVESTMENT MANAGEMENT LLC
SYNERGY INVESTMENT MANAGEMENT LLC
AUM
$102M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SYNERGY INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4934813
Firm CRD# 305961
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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