CRD: 305961
Synergy Investment Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-04-2021
- Office Locations
- 5
Office Locations
About Synergy Investment Management LLC
NexStage Consulting advises business owners on growth and exit planning, helping build enterprise value, maximize sale price, and manage a smooth ownership transition. Led by principals Sol Shen and David Schlitt—founding members of the Orlando Chapter of the Exit Planning Institute—the firm delivers customized strategies and practical tools like its Value Builder assessment and educational resources for first-time sellers.
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Owner & Executives
CHRISTOPHER WAYNE BORDNER
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL, WEALTH MANAGER
- CRD
- #4051484
- Ownership
- Less than 5%
SOLOMON SHEN
Chief Operating Officer
- CRD
- #5778149
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY ACKLER
Wealth Management Advisor
- CRD
- #2227187
Christopher Michael Claude Jr
--
- CRD
- #7143038
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $672,652,153 | $285,264 |
| Non-Discretionary | $8,800,347 | $61,974 |
| Total | $681,452,500 | $272,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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