CB
Christopher W. Bordner
SYNERGY INVESTMENT MANAGEMENT LLC
Altamonte Springs, FL 32714
Some features on this profile are disabled
CRD#: 4051484
CB
Professional summary
Christopher Wayne Bordner, who also goes by Chris W. Bordner, Christopher Wayne Bordner, is a registered financial advisor currently at SYNERGY INVESTMENT MANAGEMENT LLC located in Altamonte Springs, Florida and LPL FINANCIAL LLC located in Altamonte Springs, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christopher has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris W. Bordner | Christopher Wayne Bordner
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) 12/4/19- Synergy Wealth Alliance- DBA for LPL Business (entity for LPL business)- Inv. Related- start date 3/1/2014- Altamonte Springs, FL- 100% 2) 12/4/19- SYNERGY INSURANCE PARTNERS, LLC- Insurance Agency- MANAGING PARTNER / Agent for fixed insurance, disability, and LTC- Inv. Related- Altamonte Springs, FL - 15hrs/mth- 5% 3) 12/4/19- BTA Holdings, LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Altamonte Springs, FL - start date 4/1/2014- 80hrs/mth- 1% 4) 12/4/19- CB Properties and Investments LLC- Real Estate Rental- Owner- Inv. Related-ALTAMONTE SPRINGS, FL- start dat 6/1/2009- 1hr/mth- 1% 5) 02/17/2022 - Synergy Investment Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/15/2021 - 15 Hours Per Month/15 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 11/15/2021. I expect to spend approximately 15 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. 6) 06/14/2022 - Synergy Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 11/15/2021 - 15 Hours Per Month/ 15 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Synergy Wealth Alliance, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 15 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. 7)12/12/2022 - 215 N Westmonte LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 06/01/2021 - 4 Hours Per Month/2 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Wayne Bordner'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®
NoneExperience
Current
November 4, 2021 - Present
SYNERGY INVESTMENT MANAGEMENT LLC
Office #1: 215 North Westmonte Drive, Altamonte Springs, FL 32714RIA
CRD#: 305961
Altamonte Springs, FL
Current
December 4, 2019 - Present
LPL FINANCIAL LLC
Office #1: 215 N Westmonte Drive, Altamonte Springs, FL 32714RIA
BD
CRD#: 6413
Altamonte Springs, FL
Past
December 4, 2019 - May 16, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
ALTAMONTE SPRINGS, FL
Past
April 1, 2014 - December 24, 2019
CETERA ADVISORS LLC
RIA
CRD#: 10299
MAITLAND, FL
Past
March 31, 2014 - December 24, 2019
CETERA ADVISORS LLC
BD
CRD#: 10299
MAITLAND, FL
Past
November 15, 2002 - April 8, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ORLANDO, FL
Past
November 12, 2002 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ORLANDO, FL
Past
November 12, 2002 - April 8, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ORLANDO, FL
Past
June 1, 2002 - December 13, 2002
WALNUT STREET ADVISERS INC
RIA
CRD#: 109903
MAITLAND, FL
Past
April 23, 2001 - December 13, 2002
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
December 7, 1999 - April 20, 2001
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
December 7, 1999 - April 20, 2001
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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
Alabama(12/26/2019)
RR
Alaska(12/4/2019)
RR
Arizona(12/4/2019)
RR
Arkansas(12/4/2019)
RR
California(12/4/2019)
RR
Colorado(12/4/2019)
RR
Connecticut(12/4/2019)
RR
Delaware(12/4/2019)
RR
District of Columbia(12/4/2019)
RR
Florida(12/4/2019)
IAR
Florida(11/4/2021)
RR
Georgia(12/4/2019)
RR
Hawaii(12/4/2019)
RR
Idaho(12/4/2019)
RR
Illinois(12/4/2019)
RR
Indiana(12/4/2019)
RR
Iowa(12/4/2019)
RR
Kansas(12/4/2019)
RR
Kentucky(12/4/2019)
RR
Louisiana(12/11/2019)
RR
Maine(12/4/2019)
RR
Maryland(12/4/2019)
RR
Massachusetts(12/4/2019)
RR
Michigan(12/4/2019)
RR
Minnesota(12/4/2019)
RR
Mississippi(12/4/2019)
RR
Missouri(12/4/2019)
RR
Montana(12/4/2019)
RR
Nebraska(1/2/2022)
RR
Nevada(12/4/2019)
RR
New Hampshire(12/4/2019)
RR
New Jersey(12/4/2019)
RR
New Mexico(4/12/2021)
RR
New York(12/4/2019)
RR
North Carolina(1/2/2020)
RR
North Dakota(12/4/2019)
RR
Ohio(12/4/2019)
RR
Oklahoma(12/4/2019)
RR
Oregon(3/31/2022)
RR
Pennsylvania(12/4/2019)
RR
Rhode Island(12/10/2020)
RR
South Carolina(12/4/2019)
RR
South Dakota(12/11/2019)
RR
Tennessee(6/8/2022)
RR
Texas(12/4/2019)
RR
Vermont(12/4/2019)
RR
Virginia(12/4/2019)
RR
Washington(12/26/2019)
RR
West Virginia(12/4/2019)
RR
Wisconsin(12/4/2019)
RR
Wyoming(1/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SYNERGY INVESTMENT MANAGEMENT LLC
CRD#: 305961Altamonte Springs, FL 32714TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
