Isabel Ivette Ortiz
Investment adviser representative at Synergy Investment Management LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$681.5MFirm 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
15 years in the industry.
- Synergy Investment Management, LLCAug 2024 to now
- LPL Financial, LLCAug 2020 to now
- Merit Financial Group, LLC (dba: Merit Financial Advisors)Aug 2020 to Aug 2024
- Stonebridge Financial Planning GroupAug 2019 to May 2020
- ChipotleDec 2016 to Jun 2018
- Mellow MushroomJun 2016 to Aug 2020
- Eustis Middle School, Eustis High SchoolJan 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7171637
- Firm CRD
- 305961