Thomas Theodore Gerardi
Investment adviser representative at Synergy Investment Management LLC
14 yearsExperience
1 stateRegistered in
$681.5MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Synergy Investment Management LLCAug 2025 to now
- LPL FinancialDec 2019 to now
- Cetera Advisors LLCMar 2017 to Dec 2019
- Suntrust Advisory ServicesAug 2016 to Mar 2017
- Suntrust Investment Services, IncSep 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5239624
- Firm CRD
- 305961