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MW

Matthew D. Wade

Some features on this profile are disabled
CRD#: 5670378
MW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Dennis Wade, ChFC®, who also goes by Matt Wade, Matthew Wade, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2009. Matthew had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matt Wade | Matthew Wade

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Past

August 25, 2025 - December 22, 2025

SYNERGY INVESTMENT MANAGEMENT LLC

RIA
CRD#: 305961
Milford, PA
Past

December 9, 2019 - December 23, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
MILFORD, PA
Past

December 4, 2019 - December 23, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MILFORD, PA
Past

April 1, 2014 - December 12, 2019

CETERA ADVISORS LLC

RIA
CRD#: 10299
THE VILLAGES, FL
Past

March 31, 2014 - December 12, 2019

CETERA ADVISORS LLC

BD
CRD#: 10299
THE VILLAGES, FL
Past

February 8, 2010 - April 8, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
THE VILLAGES, FL
Past

July 2, 2009 - April 8, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
THE VILLAGES, FL

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/29/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/1/2009
Investment Company Products/Variable Contracts Representative Examination

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)
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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 (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYNERGY DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (4/21/2025)

Regulatory assets under management

Total Number of Accounts2,070
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#: 305961

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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