Liam Riley
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 LLCMar 2026 to now
- LPL FinancialApr 2025 to now
- Synergy Wealth AllianceApr 2025 to now
- Longship GroupAug 2023 to Sep 2024
- University of Central FloridaAug 2022 to Jun 2025
- YmcaMay 2021 to Apr 2022
- Valencia CollegeAug 2020 to Jul 2022
- UnemployedJun 2020 to Jul 2020
- Olympia High SchoolFeb 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8069283
- Firm CRD
- 305961