Unclaimed Profile

Christopher Wayne Bordner

SYNERGY INVESTMENT MANAGEMENT LLC·ALTAMONTE SPRINGS, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 6524 years registeredSYNERGY INVESTMENT MANAGEMENT LLC

215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714CRD# 4051484Firm CRD# 305961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Wayne Bordner · ALTAMONTE SPRINGS, FL

Registration

CRD #4051484 · SYNERGY INVESTMENT MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

SYNERGY INVESTMENT MANAGEMENT LLC

Nov 2021 – present

LPL FINANCIAL LLC

Dec 2019 – May 2022

ALTAMONTE SPRINGS, FL

CETERA ADVISORS LLC

Apr 2014 – Dec 2019

MAITLAND, FL

METLIFE SECURITIES INC.

Nov 2002 – Apr 2014

ORLANDO, FL

WALNUT STREET ADVISERS INC

Jun 2002 – Dec 2002

MAITLAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 1, 2002

Years registered · 24

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SYNERGY INVESTMENT MANAGEMENT LLC

CRD 305961 · SEC 801-129970

AUM

$102M

Regulatory assets under management

Employees

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 Christopher Wayne Bordner offer?

Christopher Wayne Bordner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTAMONTE SPRINGS, Florida for a consultation.

What are Christopher Wayne Bordner's credentials?

Christopher Wayne Bordner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Wayne Bordner located?

Christopher Wayne Bordner 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 Christopher Wayne Bordner charge for services?

Christopher Wayne Bordner'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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