Jeffrey Ackler
SYNERGY INVESTMENT MANAGEMENT LLC
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 2227187
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.
1. 10/8/2015 - Cruise Planners - Blue Harbor Getaways LLC - Not Investment Related - 23643 Milford Dr., Eustis, FL 32736- Travel Agency - Owner & Travel Agent - Started 06/01/2012 - 16 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - Own a travel agency franchise. 2. 10/20/2015: Wealth Realm, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/14/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 9/14/2017 - Coastal Insurance Agency, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/25/2017 - 4 Hours Per Month During Securities Trading. 4. 07/12/2021 - WellCents hosted by Merit Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/23/2021 - 5 Hours Per Month During Securities Trading. 5. 11/15/2021 - Merit Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/30/2021 - 4 hours per month / during trading 6. 09/13/2024 - Synergy Investment Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 20 Hours Per Month/ During Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Ackler's 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®
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 32778RIA
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 32778RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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 (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,070 |
| 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 32751TRUST BUT VERIFY
Monitor Jeffrey Ackler
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
