Synergy Capital I, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47965
Registered since
March 22, 2000

Firm profile

FINTRX

Overview

Synergy Capital I, LLC is organized as a limited liability company and is listed as a domestic entity with individual ownership. The firm is classified as unclassified in the source dataset and has provided minimal public detail about its advisory mandate, fee structure, client segments, or day-to-day business activities. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also noted as a single-state adviser and not a newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Timothy Cunningham

    Vice PresidentCRD 1238971

  • Stephen Berman

    Stephen Berman

    Managing DirectorCRD 1301872

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
40 Fulton St
Time zone
ET (UTC-5)
Office locations

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