David John Schlitt
Investment adviser representative at Synergy Investment Management LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$681.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Synergy Investment Management LLCAug 2024 to now
- LPL Financial LLCDec 2014 to now
- Merit Financial Advisors, LLCDec 2014 to Aug 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Synergy Investment Management LLC
$681.5MAssets managed
2,500Clients
19Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1948749
- Firm CRD
- 305961