LPL Welcomes Synergy Wealth Strategies
LPL Financial (Nasdaq: LPLA) has announced that financial advisor James 'Jim' Verdi, CFP®, has joined their broker-dealer, RIA and custodial platforms from Osaic. Verdi's firm, Synergy Wealth Strategies, brings approximately $350 million in advisory, brokerage and retirement plan assets to LPL.
Founded in 2008 and based in Smithtown, N.Y., Synergy Wealth Strategies provides comprehensive wealth management services with a holistic approach. The team chose LPL Financial to enhance their client experience, improve technological capabilities, and grow their business through LPL's integrated technology platform and back-office support.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.
LPL Financial (Nasdaq: LPLA) ha annunciato che il consulente finanziario James 'Jim' Verdi, CFP®, si è unito alle loro piattaforme di broker-dealer, RIA e custodia provenendo da Osaic. La società di Verdi, Synergy Wealth Strategies, porta con sé circa 350 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici a LPL.
Fondata nel 2008 e con sede a Smithtown, N.Y., Synergy Wealth Strategies offre servizi di gestione patrimoniale completi con un approccio olistico. Il team ha scelto LPL Financial per migliorare l’esperienza dei clienti, potenziare le capacità tecnologiche e far crescere il proprio business grazie alla piattaforma tecnologica integrata e al supporto amministrativo di LPL.
Attualmente LPL Financial supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,7 trilioni di dollari in asset di intermediazione e consulenza per circa 6 milioni di americani.
LPL Financial (Nasdaq: LPLA) ha anunciado que el asesor financiero James 'Jim' Verdi, CFP®, se ha incorporado a sus plataformas de broker-dealer, RIA y custodia desde Osaic. La firma de Verdi, Synergy Wealth Strategies, aporta aproximadamente 350 millones de dólares en activos de asesoría, corretaje y planes de jubilación a LPL.
Fundada en 2008 y con sede en Smithtown, N.Y., Synergy Wealth Strategies ofrece servicios integrales de gestión patrimonial con un enfoque holístico. El equipo eligió LPL Financial para mejorar la experiencia de sus clientes, potenciar sus capacidades tecnológicas y hacer crecer su negocio mediante la plataforma tecnológica integrada y el soporte administrativo de LPL.
Actualmente, LPL Financial apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando cerca de 1.7 billones de dólares en activos de corretaje y asesoría para aproximadamente 6 millones de estadounidenses.
LPL Financial (나스닥: LPLA)는 금융 자문가 제임스 '짐' 버디(CFP®)가 Osaic에서 자사의 브로커-딜러, RIA 및 수탁 플랫폼으로 합류했다고 발표했습니다. 버디의 회사인 Synergy Wealth Strategies는 약 3억 5천만 달러의 자문, 중개 및 퇴직 연금 자산을 LPL에 가져왔습니다.
2008년에 설립되어 뉴욕 스미스타운에 본사를 둔 Synergy Wealth Strategies는 전체론적 접근법으로 종합 자산 관리 서비스를 제공합니다. 팀은 고객 경험을 향상시키고 기술 역량을 강화하며 LPL의 통합 기술 플랫폼과 백오피스 지원을 통해 사업을 성장시키기 위해 LPL Financial을 선택했습니다.
LPL Financial은 현재 약 29,000명의 금융 자문가와 약 1,200개의 금융 기관을 지원하며, 약 1.7조 달러의 중개 및 자문 자산을 약 600만 명의 미국인들을 위해 관리하고 있습니다.
LPL Financial (Nasdaq : LPLA) a annoncé que le conseiller financier James 'Jim' Verdi, CFP®, a rejoint leurs plateformes de courtage, RIA et de conservation en provenance d’Osaic. La société de Verdi, Synergy Wealth Strategies, apporte environ 350 millions de dollars d’actifs en conseil, courtage et plans de retraite à LPL.
Fondée en 2008 et basée à Smithtown, N.Y., Synergy Wealth Strategies offre des services complets de gestion de patrimoine avec une approche holistique. L’équipe a choisi LPL Financial pour améliorer l’expérience client, renforcer ses capacités technologiques et développer son activité grâce à la plateforme technologique intégrée et au support administratif de LPL.
LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,7 trillion de dollars d’actifs en courtage et conseil pour environ 6 millions d’Américains.
LPL Financial (Nasdaq: LPLA) hat bekannt gegeben, dass der Finanzberater James 'Jim' Verdi, CFP®, von Osaic zu ihren Broker-Dealer-, RIA- und Verwahrungsplattformen gewechselt ist. Verdis Firma, Synergy Wealth Strategies, bringt etwa 350 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen zu LPL.
Gegründet im Jahr 2008 mit Sitz in Smithtown, N.Y., bietet Synergy Wealth Strategies umfassende Vermögensverwaltungsdienstleistungen mit einem ganzheitlichen Ansatz. Das Team entschied sich für LPL Financial, um die Kundenerfahrung zu verbessern, die technologischen Fähigkeiten zu erweitern und das Geschäft durch die integrierte Technologieplattform und die Back-Office-Unterstützung von LPL auszubauen.
Derzeit unterstützt LPL Financial nahezu 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet rund 1,7 Billionen US-Dollar an Brokerage- und Beratungsvermögen für etwa 6 Millionen Amerikaner.
- Addition of $350 million in assets under management through new advisor acquisition
- Continued expansion of advisor network strengthening market position
- Large scale operations with $1.7 trillion in total assets under management
- None.
SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately
Based in Smithtown, N.Y., Verdi founded Synergy Wealth Strategies in 2008, driven by the mission that investors deserve a reputable, stable and safe place to house their investments. The firm’s name comes from the definition of synergy: the combined power of a group of things when they are working together that is greater than the total power achieved by each working separately. Together with his team, Verdi takes a comprehensive and holistic approach to wealth management to help clients create a more confident financial future for themselves and their families.
“Our clients’ goals are well thought out and often quite complex. Their portfolios should reflect the same,” Verdi said. “We do not believe in ‘cookie-cutter’ solutions to complex issues. Instead, our investment advisory team spends the time to carefully consider the intricate issues of each individual and utilize the products and services that best suit the specific needs of each client.”
Looking to enhance their client experience, improve their technological capabilities and grow their business, the Synergy Wealth Strategies team turned to LPL Financial.
“By partnering with LPL, we can provide large-firm asset management with boutique-firm planning and strategy,” Verdi said. “With LPL’s integrated technology platform, we can access everything we need with a single sign-on, and by using their back-office support, we will be able to spend more time with our clients — where we belong.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Jim and his team to the LPL community and wish them success with this next chapter of their business. Like Jim, we understand that the whole is greater than the sum of its parts. To that end, LPL is committed to investing in industry-leading capabilities and strategic resources to help advisors thrive both operationally and strategically. We look forward to supporting Synergy Wealth Strategies for years to come.”
Related
Advisors, learn how LPL Financial can help take your business to the next level.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Synergy Wealth Strategies and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated as reported to LPL
Media Contact:
Media.relations@LPLFinancial.com
Tracking #723134
FAQ
How much in assets did Synergy Wealth Strategies bring to LPL Financial (LPLA) in 2025?
What is the total asset value managed by LPL Financial (LPLA) as of 2025?
How many financial advisors does LPL Financial (LPLA) support in 2025?
Why did Synergy Wealth Strategies choose to partner with LPL Financial (LPLA)?
