Unclaimed Profile

Craig Robert Townsend

SYNERGY INVESTMENT MANAGEMENT LLC·MAITLAND, Florida

SIE, Series 6, Series 7, Series 63CFP33 years registeredSYNERGY INVESTMENT MANAGEMENT LLC

485 NORTH KELLER ROAD, MAITLAND, FL 32751CRD# 2238938Firm CRD# 305961

Profile Verification

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

Identity

Craig Robert Townsend · MAITLAND, FL

Registration

CRD #2238938 · SYNERGY INVESTMENT MANAGEMENT LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYNERGY INVESTMENT MANAGEMENT LLC

SYNERGY INVESTMENT MANAGEMENT LLC

Feb 2024 – Dec 2024

ALTAMONTE SPRINGS, FL

LPL FINANCIAL LLC

Dec 2019 – Dec 2024

ALTAMONTE SPRINGS, FL

CETERA ADVISORS LLC

Apr 2014 – Dec 2019

MAITLAND, FL

METLIFE SECURITIES INC.

Sep 1992 – Apr 2014

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · September 29, 1992

Years registered · 33

Professional designation · CFP

Disclosure History

2009Customer 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 Craig Robert Townsend offer?

Craig Robert Townsend specializes in Financial Planning, Investment Management, Wealth Management.

What are Craig Robert Townsend's credentials?

Craig Robert Townsend holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Robert Townsend located?

Craig Robert Townsend is based in MAITLAND, Florida, last registered with SYNERGY INVESTMENT MANAGEMENT LLC.

How does Craig Robert Townsend charge for services?

Craig Robert Townsend'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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