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ZYNERGY RETIREMENT PLANNING

RED BANK, NJ · CRD 143861 · IAPD ↗ · 732-784-2380

$173.0MRegulatory AUM
3Advisory reps
6Employees
10Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2024 — ZYNERGY RETIREMENT PLANNING notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
July 2024 — ZYNERGY RETIREMENT PLANNING notice-filed in FL, NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.