Last Updated: May 2026 – Altamonte Springs, FL
Here’s what you need to know about Bradley David Carrier.
- CRD Number: 7494979
- Bradley David Carrier
- Current Employer: Not currently registered with FINRA
- Most Recent Investment Advisory Affiliation: Synergy Investment Management LLC
- Primary Location: Altamonte Springs, Florida
- Function: Stockbroker / Financial Advisor
- Prior Employers: LPL Financial LLC, MML Investors Services, LLC
- Other Business Affiliations: Ironclad Advisory Group , Synergy Wealth Alliance , Synergy Growth Alliance
- Employment Termination ?: Yes
- Can Bradley David Carrier be sued in FINRA arbitration? Yes
Did You Lose Money with Bradley David Carrier as Your Stockbroker?
Rex Securities Law is investigating investor claims involving former LPL Financial stockbroker Bradley David Carrier.
In 11/2025 Bradley Carrier was discharged by Synergy Investment Management a registered investment advisory firm where he had been employed for less than a year. Synergy Investment Management indicated that Carrier directed non-clients to an outside investment opportunity in violation of firm policy.
His FINRA record indicates his registration with LPL Financial ended shortly thereafter in 12/2025.
Allegations of Broker Misconduct Against Bradley David Carrier
Termination Following Allegations of Outside Investment Activity
- The firm reported that Mr. Carrier allegedly directed non-clients to an outside investment opportunity in violation of firm policy.
Outside business activities can become important in investor claims when investments are offered through entities that are separate from a broker-dealer’s supervision and compliance systems.
Recover Your Investment Losses Now With Rex Securities Law
Investigation of LPL Financial and LPL Brokers-Lawsuits, Arbitrations & Customer Disputes
If you’ve sustained damages from Bradley David Carrier, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.