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David John Schlitt

Synergy Investment Management LLC

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About David John Schlitt

David John Schlitt is a financial advisor registered with Synergy Investment Management LLC. David has been in the financial industry since 1989. David is a registered representative of Synergy Investment Management LLC. David is also a registered investment advisor. David has held licenses with Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Schlitt Investor Services, Inc. David holds a Series 7, Series 63 and Series 66 license.

Firm Information

David Schlitt is currently registered with Synergy Investment Management LLC. Synergy Investment Management LLC is an investment advisor based in Altamonte Springs, FL. They offer financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. Their team of 13 investment professionals manages over $100 million in assets for 487 clients. The firm also offers wrap fee programs and selection of other advisors services.
Synergy Investment Management LLC

215 NORTH WESTMONTE DRIVE

ALTAMONTE SPRINGS, FL 32714

$101.56M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Schlitt’s Registration & Firm History

FL

01/21/2025 - Present

Synergy Investment Management LLC (ALTAMONTE SPRINGS FL)

FL

09/10/1990 - 12/19/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)

WI

09/10/1990 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

FL

07/06/1989 - 08/27/1990

SCHLITT INVESTOR SERVICES, INC. (VERO BEACH FL)

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Licenses & Designations

BOTH

Issued 07/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David John Schlitt.
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