SYNERGY DIVORCE SOLUTIONS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ANNAPOLIS, Maryland
CRD number
306124
Fee structure
Other

Firm profile

FINTRX

Overview

Synergy Divorce Solutions operates as a limited liability company focused on providing financial services related to divorce. The firm is classified as unclassified and does not hold a specific designation as a capital allocator or pension consultant. Its business activities include acting as a salesperson for other financial products. While the firm is not an active ESG investor and does not operate as a multi-state adviser, it aims to assist clients navigating the financial complexities that arise during divorce proceedings.

Assets & Accounts

Public Holdings

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

1 of 1
  • Steven Bryant

    FounderCRD 6668890

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

ANNAPOLIS, MD

ANNE ARUNDEL

Location

ANNAPOLIS, MD

Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ANNE ARUNDEL
Address
1997 Annapolis Exchange Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth