Fredrick R. Iacovoni

SYNERGY WEALTH MANAGEMENT

Grand Rapids, MI 49546

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CRD#: 2674856

Professional summary

Fredrick Robert Iacovoni, who also goes by Fred Iacovoni, is a registered financial advisor currently at SYNERGY WEALTH MANAGEMENT, LLC located in Grand Rapids, Michigan.

Fredrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Fredrick has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fred Iacovoni

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.

MITTEN STATE GUIDE SERVICE, LLC; NON-INVESTMENT RELATED; GRAND RAPIDS, MI; OWNER/FISHING GUIDE; TIME SPENT: APPROX. 8 HRS/MTH, 0 TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fredrick Robert Iacovoni'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®

None

Experience

Current

June 16, 2015 - Present

SYNERGY WEALTH MANAGEMENT, LLC

Office #1: 660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546

RIA

CRD#: 174633

Grand Rapids, MI

Past

September 30, 2010 - December 31, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

GRAND RAPIDS, MI

Past

December 22, 2009 - December 31, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

GRAND RAPIDS, MI

Past

November 4, 2004 - January 6, 2010

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

GRAND RAPIDS, MI

Past

January 1, 2004 - November 8, 2004

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

December 12, 2000 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

June 25, 1999 - December 11, 2000

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

May 19, 1997 - June 28, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

December 14, 1995 - May 30, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 14, 1995 - May 30, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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 WEALTH MANAGEMENT, LLC

CRD#: 174633 / SEC#: 801-134324

RIA

Registered Investment Advisory firm - (9/10/2025 Approved)

Michigan

Registered Investment Advisory firm - (10/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/26/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(6/16/2015)

IAR

Texas
(4/9/2018)

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

IAR

Series 65

Date: 8/31/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 2/22/2005

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/20/2000

General Securities Principal Examination

Current Firm

SYNERGY WEALTH MANAGEMENT, LLC

CRD#: 174633 / SEC#: 801-134324

RIA

Registered Investment Advisory firm - (9/10/2025 Approved)

Michigan

Registered Investment Advisory firm - (10/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/26/2025 Terminated)

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Contact information

Main Address

660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 285-7818

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	604
AUM (Assets Under Management)	$ 120,015,330

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.

Contact information

xxxxx@xxxx.xxx

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Fredrick R. Iacovoni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fredrick Robert Iacovoni's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

NEXT FINANCIAL GROUP, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

NATIONAL PLANNING CORPORATION

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SYNERGY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2010

Series 63

Date: 11/1/1995

SIE

Date: 12/31/2015

Series 7

Date: 12/13/1995

Series 51

Date: 2/22/2005

Series 24

Date: 7/20/2000

Current Firm

SYNERGY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNERGY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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