Palash Samiul Islam
Investment adviser representative at Synergy Fg
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$364.2MFirm assets
Are you Palash Samiul Islam? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Synergy FgAug 2020 to now
- Synergy Financial Group, LtdJul 2020 to now
- Kms Financial Services, IncOct 2006 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Synergy Fg
Legal name: Synergy Financial Group, Ltd
$364.2MAssets managed
126Clients
3Advisers
6 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
- 4454779
- Firm CRD
- 309961