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Christopher Joseph Palladino

SYNERGY INVESTMENT GROUP, LLC·CHARLOTTE, North Carolina
Series 7, Series 24, Series 63SYNERGY INVESTMENT GROUP, LLC
8320 UNIVERSITY EXECUTIVE PARK DR., CHARLOTTE, NC 28262CRD# 1888670Firm CRD# 46035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Joseph Palladino · CHARLOTTE, NC
Registration
CRD #1888670 · SYNERGY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SYNERGY INVESTMENT GROUP, LLC
CRD 46035 · SEC 801-68315
AUM
$21M
Regulatory assets under management
Employees
11
158 client accounts
Services offered by SYNERGY INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SYNERGY INVESTMENT GROUP, LLC →
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Frequently Asked Questions

What services does Christopher Joseph Palladino offer?
Christopher Joseph Palladino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Christopher Joseph Palladino's credentials?
Christopher Joseph Palladino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Joseph Palladino located?
Christopher Joseph Palladino is based in CHARLOTTE, North Carolina, working with SYNERGY INVESTMENT GROUP, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Christopher Joseph Palladino charge for services?
Christopher Joseph Palladino's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY INVESTMENT GROUP, LLC?
SYNERGY INVESTMENT GROUP, LLC has approximately 11 employees and manages $21M 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 GROUP, LLC

Tracy M Vanhamme
KANNAPOLIS, NC
Jeffrey Dean Jones
KANNAPOLIS, NC
Ryan Patrick Duffie
CHARLOTTE, NC
Joseph Patrick Hayes
KANNAPOLIS, NC

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Nearby cities in North Carolina
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City Guides
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Research
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