Fredrick Robert Iacovoni is listed as Managing Principal/Cco at Synergy Wealth Management, LLC in Grand Rapids, MI. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Synergy Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Fredrick Robert Iacovoni work?
Fredrick Robert Iacovoni is listed as Managing Principal/Cco at Synergy Wealth Management, LLC on SEC Form ADV.
How much of Synergy Wealth Management, LLC does Fredrick Robert Iacovoni own?
Form ADV reports a beneficial ownership band of Over 75%.