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Christopher Bordner

Synergy Investment Management LLC
26 Years of Experience
Altamonte Springs, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Bordner is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 26 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 2,500 clients with $680M in assets under management.

Synergy Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,500 clients
Average Client Portfolio
$273K average
Assets Under Management
$681.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Investment advisory fees range up to 1.50% annually based on factors including scope, complexity, asset level, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

215 North Westmonte Drive, Altamonte Springs, FL, 32714

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher operates his LPL business under the DBA Synergy Wealth Alliance and provides investment advisory services through Synergy Investment Management, LLC. He is also a managing partner and agent for Synergy Insurance Partners, LLC, selling fixed insurance, disability, and long-term care insurance, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Synergy Investment Management LLC
November 2021 - Present · 5 yrs
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2019 - May 2022 · 2 yrs 5 mos
Cetera Advisors LLC
April 2014 - December 2019 · 5 yrs 8 mos
Cetera Advisors LLCBroker
March 2014 - December 2019 · 5 yrs 9 mos
Metlife Securities INC.
November 2002 - April 2014 · 11 yrs 5 mos
Metlife Securities INC.Broker
November 2002 - April 2014 · 11 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
November 2002 - July 2007 · 4 yrs 8 mos
Walnut Street Advisers INC
June 2002 - December 2002 · 6 mos
Walnut Street Securities, INC.Broker
April 2001 - December 2002 · 1 yr 8 mos
Metlife Securities INC.Broker
December 1999 - April 2001 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
December 1999 - April 2001 · 1 yr 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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