SYNERGY INVESTMENT MANAGEMENT LLC
CRD #305961 SEC #801-129970 ALTAMONTE SPRINGS, FL 321-203-4458
SEC Registered
Total AUM
$461.2M
Discretionary
$453.8M
Employees
29
Clients
1
Accounts
2,070
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, AMANDA, DAVIDSON | I | CHIEF OPERATING OFFICER | NA | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| BTA HOLDINGS, PLLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| SYNERGY WEALTH ALLIANCE, LLC | DE | OWNER | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | SYNERGY WEALTH ALLIANCE, LLC | E | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| BORDNER, CHRISTOPHER, WAYNE | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
| TOWNSEND, CRAIG, ROBERT | I | BTA HOLDINGS, PLLC | D | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (19)
AZ CA FL GA IL LA MA MD MI NC NH NJ NY OH PA SC TN TX VA
Address
215 NORTH WESTMONTE DRIVEALTAMONTE SPRINGS, FL 32714
United States
Phone: 321-203-4458