Lary M. Weintraub

SYNERGY FINANCIAL PARTNERS

Boynton Beach, FL

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CRD#: 2304018

Professional summary

Lary Matthew Weintraub, CFP®, who also goes by Lary Matthew Weinthraub, Lary M Weintraub, is a registered financial advisor currently at SYNERGY FINANCIAL PARTNERS, LLC located in Boynton Beach, Florida.

Lary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lary has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lary Matthew Weinthraub | Lary M Weintraub

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. Wealth Strategy Advisors LLC This LLC is for a tax and liability protection strategy for me. Start: 05/01/2006 Address: 6455 S Yosemity St Ste 300; Greenwood Village, CO 80111 0 hrs per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lary Matthew Weintraub'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

Experience

Current

October 6, 2020 - Present

SYNERGY FINANCIAL PARTNERS, LLC

RIA

CRD#: 305287

Boynton Beach, FL

Past

September 3, 2020 - September 4, 2020

SYNERGY FINANCIAL PARTNERS, LLC

RIA

CRD#: 305287

HALLANDALE BEACH, FL

Past

July 13, 2009 - September 9, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

GREENWOOD VILLAGE, CO

Past

July 2, 2009 - September 9, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

GREENWOOD VILLAGE, CO

Past

June 23, 2003 - December 2, 2004

SOUTHTRUST SECURITIES, LLC

RIA

CRD#: 17922

BOCA RATON, FL

Past

June 18, 2003 - February 23, 2005

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

January 26, 2001 - June 27, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FT LAUDERDALE, FL

Past

January 26, 2001 - June 27, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 15, 1996 - January 31, 2001

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

July 29, 1994 - March 19, 1996

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

April 16, 1993 - August 2, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

January 7, 1993 - April 20, 1993

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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".

SYNERGY FINANCIAL PARTNERS, LLC

CRD#: 305287 / SEC#: 801-117436

RIA

Registered Investment Advisory firm - (10/4/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/6/2020)

IAR

Florida
(10/6/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/3/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/8/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/1993

General Securities Representative Examination

Current Firm

SYNERGY FINANCIAL PARTNERS, LLC

CRD#: 305287 / SEC#: 801-117436

RIA

Registered Investment Advisory firm - (10/4/2019 Approved)

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Contact information

Main Address

3773 Cherry Creek North Drive Suite 780, Denver, CO 80209

Mailing Address

Phone number

(303) 399-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNERGY FINANCIAL PARTNERS, LLC - DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,915
AUM (Assets Under Management)	$ 280,009,351

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.

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Advisor Monitoring

Firm Stability Insights

Lary M. Weintraub

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lary Matthew Weintraub's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNERGY FINANCIAL PARTNERS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

SOUTHTRUST SECURITIES, LLC

SOUTHTRUST SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITICORP INVESTMENT SERVICES

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

SYNERGY FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/2009

Series 65

Date: 5/8/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/5/1993

Current Firm

SYNERGY FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNERGY FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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