Roberto Antonio Yudice
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.
Roberto Antonio Yudice is an investment adviser representative with Synergy Investment Management LLC in Altamonte Springs, FL, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Fellowship Financial Group and AE Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). 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
- Broker:
1 state or territory
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.
- Ameriprise Financial Services, LLCDec 2019 – Apr 2023Orlando, FL
- Grupo AtlasJul 2018 – Sep 2019Panama
- Banco IndustrialNov 2017 – Jul 2018Guatemala
- ScotiabankJul 2015 – Nov 2017Panama
- Madison Avenue SecuritiesApr 2023 – Jun 2024San Diego, CA
- AE Wealth Management, LLCMay 2023 – Jun 2024Topeka, KS
- The LifeWealth GroupMay 2023 – Jun 2024Winter Garden, FL
- Fellowship Financial GroupJun 2024 – Apr 2025Maitland, FL
- Synergy Investment Management, LLCMay 2025 – no end date reportedMaitland, FL
- LPL Financial LLCMay 2025 – no end date reportedMaitland, 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. Roberto Antonio Yudice 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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