Levi Cardin Silvas
Investment adviser representative at Synergy Investment Management LLC
10 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
10 years in the industry.
- Synergy Investment Management LLCAug 2025 to now
- LPL Financial, LLCJun 2022 to now
- AutosourceOct 2020 to Jun 2022
- New Construction PlusJul 2017 to Nov 2022
- AutosourceNov 2016 to Sep 2019
- FedexSep 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7567380
- Firm CRD
- 305961