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SYNERGIST PRIVATE WEALTH LLC
CRD 312555
1515 CALLIOPE ST., SUITE 102, NEW ORLEANS, LA, 70130, United States
Phone
504-339-7373
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
Yes
Services
Financial planningSelection of other advisers
Official SEC filing: View on IAPD