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SYNOVUS SECURITIES, INC.

CRD 14023 · SEC 801-19690

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33 WEST 14TH STREET, 3RD FLOOR, COLUMBUS, GA, 31901, United States

Phone

706-649-2327

Fax

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

TypeClientsAUM
Individuals10026$2.67B
High net worth individuals1938$4.96B
Pension/profit sharing plans131$99.0M
Charitable organizations86$173.9M
Corporations/business entities230$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