Lary Weintraub
Lary Weintraub is a CFP-designated registered investment advisor at Synergy Financial Partners, LLC, based in Boynton Beach, FL, with 28 years of industry experience. Lary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 497 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synergy Financial Partners charges an annual fee for managing your investments, ranging from 0.50% to 1.25% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly in advance or monthly in arrears. The fee is negotiable.
Location
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lary uses Wealth Strategy Advisors LLC for tax and liability protection. This activity requires minimal time.
Employment History
Current Registrations
Synergy Financial Partners, LLC
Previous Registrations
Synergy Financial Partners, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Southtrust Securities, INC.
Southtrust Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citicorp Investment ServicesBroker
Great Western Financial Securities CorporationBroker
Corporate Securities Group, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.