SYNERGY ADVISORS, LLC
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 128264
- Registered since
- November 24, 2003
- Website
- synergyadvisors.biz
Firm profile
FINTRXOverview
Synergy Advisors, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2003. The dataset classifies the firm as an investment bank and indicates individual ownership. FINTRX flags the firm as not acting as a capital allocator and not pursuing active ESG investing. It is also recorded as not operating as a multistate adviser and not newly formed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROBERT MAGGIACOMO
CEO & Managing PartnerCRD 2119666
Contacts
3 of 5SCOTT QUIGLEY
ConsultantsCRD 2650063
THOMAS ANASTASSIOU
ProprietorCRD 3087198
Christopher Dalton
Investment Banking AssociateCRD 7651781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EL SEGUNDO, CA
LOS ANGELES
Location
EL SEGUNDO, CA
Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 880 Apollo St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ECHELON CAPITAL
Broker-DealerEL SEGUNDO, CA
CETERA WEALTH SERVICES, LLC
Broker-DealerEL SEGUNDO, CA
ARMORY SECURITIES, LLC
Broker-DealerEL SEGUNDO, CA
VF SECURITIES
Broker-DealerEL SEGUNDO, CA
CRITICALPOINT PARTNERS LLC
Broker-DealerEL SEGUNDO, CA
IM GLOBAL US DISTRIBUTORS LLC
Broker-DealerEL SEGUNDO, CA