Synergy Investment Group

Synergy Investment Group Employee Directory

Investment ManagementUnited States11-50 Employees

formerly independent broker/dealer founded in 1998, sold to Sterne Agee in 2012. The rest of this description is all filler because LinkedIn requires 250 characters, minimum to publish the description, and any changes to the company page cannot be published without a description. So now we're at 3338 characters. Thanks for your patience.

Find Synergy Investment Group employees' phone numbers or email addresses

Synergy Investment Group Global Highlights

Location
Employees

North America
24

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  • United States Of America
    22
  • Canada
    2

Africa
3

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  • Egypt
    2
  • Ethiopia
    1

Asia
1

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  • Kyrgyzstan
    1

Synergy Investment Group's Leadership

  • Stylized image of a person
    B. M.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    N. L.
    President
    Phone icon
  • Stylized image of a person
    A. H.
    Owner
    Phone icon
  • Stylized image of a person
    D. L.
    President
    Phone icon
  • Stylized image of a person
    J. G.
    Co Founder
    Phone icon
  • Stylized image of a person
    M. B.
    Owner
    Phone icon
  • Stylized image of a person
    T. V.
    Owner
    Phone icon
  • Stylized image of a person
    W. H.
    Owner
    Phone icon

Contact profiles from Synergy Investment Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. C.
    Principal
    Phone icon
    United StatesDistrict of Columbia
    Oct 27, 2025
  • Stylized image of a person
    M. L.
    Real Estate Investor
    Phone icon
    United StatesColorado
    Nov 12, 2025
  • Stylized image of a person
    J. C.
    Project Engineer
    Phone icon
    United StatesNew York
    Oct 18, 2024
  • Stylized image of a person
    J. W.
    Stockbroker
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. D.
    Financial Advisor
    Phone icon
    United StatesArizona
    Aug 12, 2025
  • Stylized image of a person
    G. M.
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    J. J.
    Phone icon
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    M. D.
    Phone icon
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    T. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Synergy Investment Group known for?

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Synergy Investment Group was founded in 1998 operates in the Investment Management industry. The company's main headquarters is located in US; you can contact the main corporate office by phone at . Explore Synergy Investment Group's company overview page for more information.

What is Synergy Investment Group's most common email format?

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Synergy Investment Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Synergy Investment Group email formats with LeadIQ.

How many employees does Synergy Investment Group have currently?

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Synergy Investment Group has approximately 37 employees as of July 2025. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Synergy Investment Group's key employees and leadership?

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As of July 2025, Synergy Investment Group's key employees include:

  • Chief Compliance Officer: B. M.
  • President: N. L.
  • Owner: A. H.
  • President: D. L.
  • Co Founder: J. G.

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