Julia Rose Adams
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, LLCApr 2023 to now
- LPL FinancialMar 2023 to now
- UnemployedMay 2022 to Mar 2023
- Fay Hu DentistryJan 2019 to May 2022
- Lake Sybelia Cove Property Owners' AssociationDec 2016 to Dec 2019
- Bishop Moore High SchoolSep 2015 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7712306
- Firm CRD
- 305961