Kellie Lee Gamino
Investment adviser representative at Financial Synergies
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial SynergiesAug 2025 to now
- Financial Synergies Wealth Advisors, Inc.Feb 2025 to now
- Hightower Trust CompanySep 2020 to Jan 2025
- UnemployedMay 2020 to Nov 2020
- First State BankJul 2018 to May 2020
- Associated Credit Union of TexasFeb 2018 to Jul 2018
- University of Houston - Clear LakeJul 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Synergies
Legal name: Financial Synergies Wealth Advisors, Inc.
$1.8BAssets managed
928Clients
17Advisers
39 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
- 8149343
- Firm CRD
- 105643