Unclaimed Profile

Amanda Davidson Stevens

SYNERGY INVESTMENT MANAGEMENT LLC·ALTAMONTE SPRINGS, Florida

Clean 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

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SYNERGY INVESTMENT MANAGEMENT LLC

AUM

$102M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4934813

Firm CRD# 305961

View on FINRA BrokerCheck →

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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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