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Jeffrey Ackler

Jeffrey Ackler

SYNERGY INVESTMENT MANAGEMENT
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 2227187
Jeffrey Ackler

Professional summary

Jeffrey Ackler, CFP®, who also goes by Jeffrey None Ackler, Jeff Ackler, is a registered financial advisor currently at SYNERGY INVESTMENT MANAGEMENT LLC located in Maitland, Florida and LPL FINANCIAL LLC located in Orlando, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9, Series 10, Series 24 and Series 8 exams.

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Jeffrey None Ackler | Jeff Ackler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ackler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

September 4, 2024 - Present

SYNERGY INVESTMENT MANAGEMENT LLC

Office #1: 1060 Maitland Center Commons Blvd Suite 365, Maitland, FL 32751Office #2: 2151 Consulate Dr Suite 15-2, Orlando, FL 32837Office #3: 1599 Tropical Ct. Ste 7, Tavares, FL 32778
RIA
CRD#: 305961
Maitland, FL
Current

October 8, 2015 - Present

LPL FINANCIAL LLC

Office #1: 2151 Consulate Dr Ste 15-2, Orlando, FL 32837Office #2: 1060 Maitland Center Commons Blvd Ste 365, Maitland, FL 32751Office #3: 1599 Tropical Ct, Ste 7, Tavares, FL 32778
RIA
BD
CRD#: 6413
ORLANDO, FL
Past

July 11, 2017 - August 30, 2024

MERIT FINANCIAL ADVISORS

RIA
CRD#: 142457
MOUNT DORA, FL
Past

October 26, 2015 - October 23, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
DAYTONA BEACH, FL
Past

February 9, 2012 - October 16, 2015

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
ORLANDO, FL
Past

January 26, 2012 - March 23, 2012

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

February 27, 2006 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

June 22, 1995 - October 16, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ORLANDO, FL
Past

June 9, 1995 - June 15, 1995

FLEET BROKERAGE SECURITIES, INC.

BD
CRD#: 7313
NEW YORK, NY
Past

September 23, 1994 - May 26, 1995

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

August 14, 1992 - September 6, 1994

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SYNERGY INVESTMENT MANAGEMENT LLC
MERIT WEALTH ADVISORS | SYNERGY WEALTH ALLIANCE, LLC | SYNERGY INVESTMENT MANAGEMENT LLC | NEXT STAGE CONSULTING

CRD#: 305961 / SEC#: 801-129970

RIA
Registered Investment Advisory firm - (4/19/2024 Approved)
Florida
Registered Investment Advisory firm - (4/29/2024 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/8/2015)
IAR
Florida
(9/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/23/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/8/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/1/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/7/2009
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/30/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

SI
SYNERGY INVESTMENT MANAGEMENT LLC
MERIT WEALTH ADVISORS | SYNERGY WEALTH ALLIANCE, LLC | SYNERGY INVESTMENT MANAGEMENT LLC | NEXT STAGE CONSULTING

CRD#: 305961 / SEC#: 801-129970

RIA
Registered Investment Advisory firm - (4/19/2024 Approved)
Florida
Registered Investment Advisory firm - (4/29/2024 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
215 North Westmonte Drive, Altamonte Springs, FL 32714
Mailing Address
Phone number
(321) 203-4458
Established
Firm type
Fiscal year end
# of Employees
29

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYNERGY DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (4/21/2025)

Regulatory assets under management

Total Number of Accounts2,070
AUM (Assets Under Management)$ 461,195,028

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SYNERGY INVESTMENT MANAGEMENT LLC

CRD#: 305961Maitland, FL 32751

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