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Craig Robert Townsend

SYNERGY INVESTMENT MANAGEMENT LLC·MAITLAND, Florida
Clean recordSYNERGY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig Robert Townsend is a registered financial advisor based in MAITLAND, 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
Introduction

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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# 2238938
Firm CRD# 305961
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Robert Townsend offer?
Craig Robert Townsend specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAITLAND, Florida for a consultation.
What are Craig Robert Townsend's credentials?
Craig Robert Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Robert Townsend located?
Craig Robert Townsend is based in MAITLAND, Florida, working with SYNERGY INVESTMENT MANAGEMENT LLC. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
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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Other Advisors at SYNERGY INVESTMENT MANAGEMENT LLC

Amanda Davidson Stevens
ALTAMONTE SPRINGS, FL
Christopher Wayne Bordner
ALTAMONTE SPRINGS, FL

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