Certified Advisory
43yrs
Top advisor by experience in Altamonte Springs
2yrs
Guy Davidson
Full name on record: Guy Britton Davidson
Financial advisor at Synergy Investment Management
Guy Davidson is a fiduciary financial advisor in Altamonte Springs, Florida, with 2 years in the industry. Guy joined Synergy Investment Management in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Synergy Investment Management reports being paid through a percentage of assets and flat fees.
One of 88 advisors with offices in Altamonte Springs, and one of 75 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office215 North Westmonte Drive, Altamonte Springs, FL 32714
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$268,923
Advisors at the firm18
States licensed ?1 state
Services through Synergy Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowSynergy Investment Management LLCCurrent firm
Contact Guy
(321) 203-4458Synergy Investment Management main office 215 North Westmonte DriveAltamonte Springs, FL 32714Office · Get directions YouTube channelSynergy Investment Management
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Questions to ask Guy
Tailored to Guy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Guy
How do I contact Guy?
Call Synergy Investment Management at (321) 203-4458 and ask for Guy Davidson. Guy works from the Altamonte Springs, FL office.
How long has Guy been a financial advisor?
Guy has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Guy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
Synergy Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Guy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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