About Synergy Investment Group
Synergy Investment Group is an Investment Management company, headquartered in Charlotte, with 51 - 200 employees and annual revenue of $5M - $20M.
formerly independent broker/dealer founded in 1998, sold to Sterne Agee in 2012. The rest of this description is all filler because LinkedIn requires 250 characters, minimum to publish the description, and any changes to the company page cannot be published without a description. So now we're at 333...
Seamless Pro Tip
Use this information to figure out if this company is an ideal customer for you.
Synergy Investment Group Company Highlights
Phone Number
(704) 333-xxxx
Corporate Office Address
1339 Baxter Street
Charlotte, 28262
Website
Industries Served
Investment ManagementNumber of Employees
51 - 200 Employees
Company Revenue
$5M - $20M
Synergy Investment Group Email Format
The most common Synergy Investment Group email format is [f][last] (ex. jdoe@lakenormanadvisors.com), currently being used by 100% of Synergy Investment Group business email addresses. There are 4 email formats used by Synergy Investment Group.
Synergy Investment Group Org
Synergy Investment Group has 6 C-Level, 3 Director, 1 Senior, 5 Mid-Level, and 1 Other employees.
Synergy Investment Group Decision Makers
- CEONick Legault
Synergy Investment Group's Tech Stack
Frequently Asked Questions About
Synergy Investment Group
Log in or sign up to get full contact details and additional support.
Who is the CEO of Synergy Investment Group?
The CEO of Synergy Investment Group is Nick Legault. See full contact details ›
How many senior employees does Synergy Investment Group have?
Synergy Investment Group has 10 senior employees that are typically used for decision making.
What email format does Synergy Investment Group use?
The most common Synergy Investment Group email format is {f}{last} (e.g. jdoe@lakenormanadvisors.com).
Who are the key decision makers at Synergy Investment Group?
Key decision makers at Synergy Investment Group include Nick Legault (CEO). See full contact details ›
What technologies does Synergy Investment Group use?
Synergy Investment Group uses technologies including AddThis, Awesomplete, and Cloudflare.
How do I contact Synergy Investment Group?
To contact Synergy Investment Group, visit lakenormanadvisors.com.
What companies are similar to Synergy Investment Group?
Companies similar to Synergy Investment Group include American Family Insurance, The Standard, and Guy Carpenter.
Where is Synergy Investment Group headquartered?
Synergy Investment Group is headquartered at 1339 Baxter Street, Charlotte.
What is the main phone number for Synergy Investment Group?
The main phone number for Synergy Investment Group is (704) 333-xxxx.
What is the official website for Synergy Investment Group?
The official website for Synergy Investment Group is lakenormanadvisors.com.
What is the annual revenue of Synergy Investment Group?
The annual revenue of Synergy Investment Group is $5M - $20M.
How many employees does Synergy Investment Group have?
Synergy Investment Group has 51 - 200 employees.
What industry is Synergy Investment Group in?
Synergy Investment Group is in the Investment Management industry.
Last updated: November 4, 2025