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Corey David Roun

Investment Adviser Representative at SYNTHETICFI LLC

Maitland, FLCRD #5690788Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Corey David Roun has worked in the securities industry since 2010. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/19/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Syntheticfi LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SYNTHETICFI LLCCurrent
2/5/2026Maitland, FL
LYONS WEALTH MANAGEMENT
1/11/201012/31/2025Winter Park, FL
LYONS WEALTH MANAGEMENT
1/11/201012/31/2020Winter Park, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SYNTHETICFI LLC

7 other advisors in the directory

View SYNTHETICFI LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corey David Roun has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Corey David Roun - Financial Advisor in Maitland, FL | AdvisorFinder