A complete list of active advisors currently associated with Synergist Private Wealth LLC

Warmer can help you find a great advisor at Synergist Private Wealth LLC or one who fits your needs even better.

The firm provides investment advisory services and financial planning to individuals, high net worth individuals, trusts and estates, but it does not directly manage client investment accounts. Instead, it recommends and places clients with registered third‑party managers (TPMs) and documents client goals and any client‑imposed investment restrictions. Its typical engagement model is to evaluate a client’s financial situation and then recommend a TPM or investment style, act as a liaison, and monitor the TPM’s performance and reporting on an ongoing basis. The brochure identifies specific TPM relationships (including Gradient Investments, LLC) and discloses that the firm receives a portion of TPM advisory fees and assists with onboarding and quarterly reviews. Noteworthy distinctions include disclosed regulatory history and material outside activities: the firm’s managing member entered into a FINRA AWC in 2021 that resulted in a six‑month suspension and fine for an omission to disclose being named beneficiary in a client’s will, and the managing member also operates as a licensed insurance agent (dedicating about 25% of time) and owns a real estate rental business. The firm also describes an incentive arrangement with a TPM that ties additional compensation to quarterly AUM thresholds, a potential conflict of interest the brochure discloses and explains how it is mitigated.

To learn more about the advisors currently working at Synergist Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dinu Tise	New Orleans, LA	21

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