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Solomon Shen

Synergy Investment Management LLC
16 Years of Experience
Altamonte Springs, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Solomon Shen is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 16 years of industry experience. Solomon 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
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 ActivitiesSells Insurance

Solomon is a Certified NRA Instructor, a business owner of Kick'N Ash BBQ, and provides investment advisory services to Synergy Investment Management LLC, dedicating nearly full-time hours to this role. He also works with Coastal Insurance selling non-variable insurance and has multiple DBAs related to his LPL business and consulting.

Employment History
Current Registrations
Synergy Investment Management LLC
September 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
September 2016 - Present · 10 yrs 2 mos
Previous Registrations
Merit Financial Advisors
October 2016 - August 2024 · 7 yrs 10 mos
Wells Fargo Advisors, LLC
January 2011 - October 2016 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
December 2010 - October 2016 · 5 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2010 - December 2010 · 7 mos
State Registrations7 states
DEFLGANJSCTXVA
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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