Liam Riley
Investment Adviser Representative at Synergy Investment Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Liam Riley is an investment adviser representative with Synergy Investment Management LLC in Altamonte Springs, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Synergy Wealth AllianceApr 2025 – no end date reportedAltamonte Springs, FL
- Longship GroupAug 2023 – Sep 2024Orlando, FL
- University of Central FloridaAug 2022 – Jun 2025Orlando, FL
- YMCAMay 2021 – Apr 2022Orlando, FL
- Valencia CollegeAug 2020 – Jul 2022Orlando, FL
- UnemployedJun 2020 – Jul 2020Orlando, FL
- Olympia High SchoolFeb 2016 – May 2020Orlando, FL
- LPL FinancialApr 2025 – no end date reportedAltamonte Springs, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Synergy Investment Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth coaching and financial planning covering estate planning, insurance, investment strategy, lifestyle planning, retirement planning, and tax strategies
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Altamonte Springs, FL
- Founded:
- 2014
- SEC file number:
- 801-129970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 20, 2026
View full firm profileOther advisors at Synergy Investment Management LLC
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Liam Riley 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.
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