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Kellie Chandler

Synergy Asset Management, LLC

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About Kellie Chandler

Kellie Chandler is an investment advisor representative with Synergy Asset Management, LLC. Kellie has been in the industry since 2009 and has experience in financial planning, portfolio management, and pension consulting. Kellie is registered with the state of Pennsylvania and holds the Series 65 license. Kellie is also a graduate of Messiah University and has a strong commitment to providing clients with personalized advice. Kellie is located in Palmyra, PA and has worked for Synergy Asset Management since 2022.

Firm Information

Kellie Chandler is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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signal provider; sub-adviser

Signal provider; sub-adviser

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kellie Chandler’s Registration & Firm History

WA

11/16/2023 - Present

Synergy Asset Management, LLC (VANCOUVER WA)

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Licenses & Designations

IA

Issued 08/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kellie Chandler.
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