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SYNOVUS SECURITIES, INC.

33 West 14th Street
3rd Floor
Columbus, Georgia 31901
Tel: 706-649-2327

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About SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC, formally registered with the SEC as SYNOVUS SECURITIES, INC. The firm was established in 09/01/1983. They have over 85 offices throughout the country.

SYNOVUS SECURITIES, INC. is a Columbus, Georgia based Financial Planning firm with nearly $6,242,394,824 assets under management, offering retirement planning & investment advisory services to 12037 clients. The firm is staffed with 292 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#14023
SEC#801-19690
Assets Managed by Firm$6,242,394,824
No. of Clients12037
No. of Advisors292

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TAX RELATED SERVICES, ADMINISTRATIVE SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total12037$6,242,394,824
Individuals (other than high net worth individuals)10221$2,417,411,479
High net worth individuals1383$3,276,070,462
Pension and profit sharing plans122$153,647,214
Charitable organizations82$132,120,411
Corporations or other businesses229$263,145,258

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