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SYNOVUS SECURITIES, INC.
CRD 14023 · SEC 801-19690
33 WEST 14TH STREET, 3RD FLOOR, COLUMBUS, GA, 31901, United States
Phone
706-649-2327
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.45B
Discretionary AUM
$4.99B
Team
280 total employees; 184 advisory reps; 100 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsTAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10026 | $2.67B |
| High net worth individuals | 1938 | $4.96B |
| Pension/profit sharing plans | 131 | $99.0M |
| Charitable organizations | 86 | $173.9M |
| Corporations/business entities | 230 | $550.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD