Richard Jason Levine
Investment adviser representative at Synergy Financial Partners, LLC
17 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$308.7MFirm 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
17 years in the industry.
- Synergy Financial Partners, LLCJul 2019 to now
- LPL Financial LLCFeb 2018 to now
- Sii Investments, Inc.Feb 2009 to Feb 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Synergy Financial Partners, LLC
$308.7MAssets managed
526Clients
5Advisers
7 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
- 2893622
- Firm CRD
- 305287