Robert
Dipuppo

Synergy Investment Group, LLC

CRD#704057
Investment Advisor
in Kannapolis, NC

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About this Advisor

Robert Dipuppo is an investment advisor who lives in Kannapolis, North Carolina. Currently an advisor at Synergy Investment Group, LLC, Dipuppo has a notable 32 years of professional experience in the financial advisory industry. Dipuppo has a Series 63 license, designating them as a securities representative. Dipuppo is able to serve clients in Pennsylvania. Their career trajectory has included roles at Devon Financial Group, LTD, Synergy Investment Group, LLC and Sterne Agee. Synergy Investment Group, LLC is based out of Kannapolis, North Carolina, and has three other locations across the nation. In aggregate, Synergy Investment Group, LLC manages $33 million in assets covering 280 client accounts and employs eight staff members. The firm's total assets under management makes it one of the smaller financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 280 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Synergy Investment Group, LLC provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

708 Mclain Road
Kannapolis, NC 28083

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Synergy Investment Group, LLC Brokerage Details

Total Assets Under Management

$32,899,270

NC Average: $3,625,019,099
Total Number of Employees

8

NC Average: 22
Total Number of Accounts

280

NC Average: 1,917
Average Account Size

$117,497

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Dipuppo Work History

Robert has 32 years of experience.

2012 - Present (9 years)

Sterne Agee

2012 - Present (9 years)

Synergy Investment Group, LLC

1988 - Present (33 years)

Devon Financial Group, LTD

2010 - 2012 (2 years)

Synergy Investment Group, LLC

Disclosures

Robert Dipuppo has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Synergy Investment Group, LLC

Jeffrey Vaughn
Kannapolis, NC
Joseph Hayes
Kannapolis, NC
Kenneth Eirkson
Kannapolis, NC
Tonimarie Vaughan
Kannapolis, NC
Michael Dipuppo
Kannapolis, NC
Robert Dipuppo
Kannapolis, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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