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CR

Corey D. Roun

SYNTHETICFI LLC
Maitland, FL
Some features on this profile are disabled
CRD#: 5690788
CR

Professional summary

Corey David Roun is a registered financial advisor currently at SYNTHETICFI LLC located in Maitland, Florida.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Corey has worked at 2 firms and has passed the Series 65 exam.

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 Corey David Roun'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

February 5, 2026 - Present

SYNTHETICFI LLC

RIA
CRD#: 330200
Maitland, FL
Past

January 11, 2010 - December 31, 2025

LYONS WEALTH MANAGEMENT

RIA
CRD#: 150581
WINTER PARK, 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".
SL
SYNTHETICFI LLC
CARTON | SYNTHETICFI LLC | SYNTHETICFI | SYNTHETIC FINANCIAL | CARTON WEALTH

CRD#: 330200 / SEC#: 801-129765

RIA
Registered Investment Advisory firm - (4/4/2024 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
Florida
(2/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/19/2009
Uniform Investment Adviser Law Examination

Current Firm

SL
SYNTHETICFI LLC
CARTON | SYNTHETICFI LLC | SYNTHETICFI | SYNTHETIC FINANCIAL | CARTON WEALTH

CRD#: 330200 / SEC#: 801-129765

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

Main Address
156 2nd St, #610, San Francisco, CA 94105
Mailing Address
Phone number
(628) 600-2699
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (20 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

ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts147
AUM (Assets Under Management)$ 153,208,408

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

SYNTHETICFI LLC

CRD#: 330200Maitland, FL

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