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CM

Carl J. Macko

SYNERGY CAPITAL MANAGEMENT
Atlanta, GA
Some features on this profile are disabled
CRD#: 5473608
CM

Professional summary

Carl Joseph Macko MR., CFP® is a registered financial advisor currently at SYNERGY CAPITAL MANAGEMENT, LLC located in Atlanta, Georgia.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Carl has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Carl Joseph Macko MR.'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®

Certified Financial Planner

Start date: 2009

Experience

Current

April 1, 2024 - Present

SYNERGY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 145990
Atlanta, GA
Past

May 12, 2017 - December 31, 2023

SYNERGY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 145990
ATLANTA, GA
Past

September 10, 2013 - December 31, 2016

SYNERGY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 145990
ATLANTA, GA
Past

February 20, 2008 - August 2, 2012

SYNERGY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 145990
SMYRNA, GA

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
Georgia
(4/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2007
Uniform Investment Adviser Law Examination

Current Firm

SC
SYNERGY CAPITAL MANAGEMENT, LLC
SYNERGY CAPITAL MANAGEMENT, LLC

CRD#: 145990 / SEC#:

Georgia
Registered Investment Advisory firm - (4/1/2024 Approved)
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Contact information

Main Address
Atlanta, GA
Mailing Address
Phone number
(404) 804-1889
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 1,000,000

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 CAPITAL MANAGEMENT, LLC

CRD#: 145990Atlanta, GA

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