Unclaimed Profile

Joseph Patrick Hayes

SYNERGY INVESTMENT GROUP, LLC·KANNAPOLIS, North Carolina

SIE, Series 7, Series 24, Series 66, Series 99TOClean record19 years registeredSYNERGY INVESTMENT GROUP, LLC

2622 DALE EARNHARDT BOULEVARD, KANNAPOLIS, NC 28083CRD# 4289211Firm CRD# 46035

Profile Verification

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

Identity

Joseph Patrick Hayes · KANNAPOLIS, NC

Registration

CRD #4289211 · SYNERGY INVESTMENT GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

Feb 2007 – Mar 2025

KANNAPOLIS, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · February 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNERGY INVESTMENT GROUP, LLC

CRD 46035 · SEC 801-68315

AUM

$21M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Joseph Patrick Hayes offer?

Joseph Patrick Hayes specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph Patrick Hayes's credentials?

Joseph Patrick Hayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Patrick Hayes located?

Joseph Patrick Hayes is based in KANNAPOLIS, North Carolina, last registered with SYNERGY INVESTMENT GROUP, LLC.

How does Joseph Patrick Hayes charge for services?

Joseph Patrick Hayes'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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