Kevin John Williams
Investment adviser representative at Synergy Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lifetime Financial IncFeb 2022 to now
- Synergy Asset Management, LLCApr 2020 to now
- Synergy Mergers + AcquistionsAug 2018 to now
- Gennaker Capital LLCMay 2018 to Apr 2020
- Goldbloom Wealth ManagementMay 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WA).
Synergy Asset Management, LLC
$1.3BAssets managed
1,198Clients
9Advisers
21 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
- 2537082
- Firm CRD
- 117201