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Carrie Letsinger

Synergy Investment Management LLC
17 Years of Experience
The Villages, FL
Broker
View SEC Summary
View SEC Summary

Carrie Letsinger is a registered investment advisor at Synergy Investment Management LLC, based in The Villages, FL, with 17 years of industry experience. Carrie 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

978 Del Mar Drive, The Villages, FL, 32159

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Carrie operates under the DBA Synergy Wealth Alliance for her LPL business since 2018. This activity takes up all of Carrie's time.

Employment History
Current Registrations
Synergy Investment Management LLC
August 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2019 - February 2026 · 6 yrs 2 mos
Cetera Advisors LLC
January 2018 - December 2019 · 1 yr 11 mos
Cetera Advisors LLCBroker
January 2018 - December 2019 · 1 yr 11 mos
Investment Advisors
September 2013 - February 2018 · 4 yrs 5 mos
Proequities, INC.Broker
April 2012 - February 2018 · 5 yrs 10 mos
Wells Fargo Advisors, LLCBroker
October 2008 - April 2012 · 3 yrs 6 mos
State Registrations3 states
FLGAME
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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