Guy Britton Davidson
Investment adviser representative at Synergy Investment Management LLC
16 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
16 years in the industry.
- Synergy Investment Management LLCFeb 2026 to now
- LPL FinancialFeb 2026 to now
- Bluegrass Chic FloralMar 2025 to now
- Nylife Securities LLCMar 2024 to Aug 2025
- New York Life Insurance CompanyJun 2023 to Aug 2025
- UnemployedApr 2023 to May 2023
- Davidson Lawn and LandscapeAug 2022 to Mar 2023
- ClcJan 2020 to Aug 2022
- Better BudsJan 2010 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7772060
- Firm CRD
- 305961