BC
Bradley D. Carrier
SYNERGY INVESTMENT MANAGEMENT LLC
Altamonte Springs, FL 32714
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CRD#: 7494979
BC
Professional summary
Bradley David Carrier 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.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Bradley has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1)04/08/2025 -Synergy Wealth Alliance - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 04/15/2025 - Synergy Wealth Alliance LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:04/01/2025 - 160 Hrs/Mth - 6.5 Hrs During Trading.I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 160 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. 3) 04/15/2025 - Synergy Investment Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:04/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 160 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. 4) 10/15/2025 - Synergy Growth Alliance - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:10/01/2025 - 40 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 40 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.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley David Carrier'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
April 10, 2025 - Present
SYNERGY INVESTMENT MANAGEMENT LLC
Office #1: 215 North Westmonte Drive, Altamonte Springs, FL 32714RIA
CRD#: 305961
Altamonte Springs, FL
Current
April 9, 2025 - Present
LPL FINANCIAL LLC
Office #1: 215 N Westmonte Drive, Altamonte Springs, FL 32714RIA
BD
CRD#: 6413
Altamonte Springs, FL
Past
October 2, 2024 - February 12, 2025
GFG SOLUTIONS
RIA
CRD#: 331977
ORLANDO, FL
Past
January 5, 2024 - February 12, 2025
GFG SOLUTIONS
RIA
CRD#: 328988
ORLANDO, FL
Past
January 23, 2023 - January 4, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Orlando, FL
Past
October 10, 2022 - January 4, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Orlando, 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.
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
Florida(4/9/2025)
IAR
Florida(4/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/10/2022
General Securities Representative ExaminationGeneral Industry/Product 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.
