Roberto Antonio Yudice
Investment adviser representative at Synergy Investment Management LLC
11 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
11 years in the industry.
- Synergy Investment Management, LLCMay 2025 to now
- LPL Financial LLCMay 2025 to now
- Fellowship Financial GroupJun 2024 to Apr 2025
- Ae Wealth Management, LLCMay 2023 to Jun 2024
- The Lifewealth GroupMay 2023 to Jun 2024
- Madison Avenue SecuritiesApr 2023 to Jun 2024
- Ameriprise Financial Services, LLCDec 2019 to Apr 2023
- Grupo AtlasJul 2018 to Sep 2019
- Banco IndustrialNov 2017 to Jul 2018
- ScotiabankJul 2015 to Nov 2017
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
- 7212539
- Firm CRD
- 305961