Thomas Gerardi
Thomas Gerardi is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,083 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
215 North Westmonte Drive, Altamonte Springs, FL, 32714
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business Activities
Thomas operates his LPL business under the DBA Synergy Wealth Alliance since 2017. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
Wachovia Securities, LLCBroker
State Registrations32 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.