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Ryan Patrick Duffie

SYNERGY INVESTMENT GROUP, LLC·CHARLOTTE, North Carolina
SYNERGY INVESTMENT GROUP, LLC
8320 UNIVERSITY EXECUTIVE PARK DR., CHARLOTTE, NC 28262CRD# 5031559Firm CRD# 46035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Patrick Duffie · CHARLOTTE, NC
Registration
CRD #5031559 · SYNERGY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Ryan Patrick Duffie is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with SYNERGY INVESTMENT GROUP, 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 GROUP, LLC
SYNERGY INVESTMENT GROUP, LLC
AUM
$21M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SYNERGY INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5031559
Firm CRD# 46035
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Patrick Duffie offer?
Ryan Patrick Duffie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Ryan Patrick Duffie's credentials?
Ryan Patrick Duffie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Patrick Duffie located?
Ryan Patrick Duffie 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 Ryan Patrick Duffie charge for services?
Ryan Patrick Duffie'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

Christopher Joseph Palladino
CHARLOTTE, NC
Jeffrey Dean Jones
KANNAPOLIS, NC
Tracy M Vanhamme
KANNAPOLIS, NC
Joseph Patrick Hayes
KANNAPOLIS, NC

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Research
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