Fredrick Robert Iacovoni
Investment adviser representative at Synergy Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$127.1MFirm assets
1 yearFirm in business
Are you Fredrick Robert Iacovoni? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Synergy Wealth Management, LLCApr 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Synergy Wealth Management, LLC
$127.1MAssets managed
282Clients
3Advisers
1 yearIn 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
- 2674856
- Firm CRD
- 174633