Synergy Capital I, LLC

Broker-DealerFINRA MemberEst. 2000
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 has been registered with the SEC since 2000. Public filings and the dataset provide minimal detail about the firm's business model, client focus, or advisory activities; its internal classification is listed as "unclassified." Ownership is identified as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered manager.

Assets & Accounts

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
  • Brandt Gully

    Brandt Gully

    Managing PartnerCRD 4827493

  • Christopher George

    Christopher George

    ControllerCRD 6084415

  • Nathan Grow

    Nathan Grow

    DirectorCRD 6210687

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth