Michael Marchetti, financial advisor Columbus GA
93 score

Michael Marchetti

CRD Number: 3118186
Current Firm: Synovus Securities, Inc.

Michael Marchetti (CRD# 3118186) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Columbus Bank & Trust Co A Division Of Synovus Bank Columbus, GA Mar 2006 - Current 10
Synovus Securities, Inc. Columbus, GA Aug 1998 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Michael A. Marchetti
Phone Number: 706-649-2327
Firm Website: http://cfgltd.com
Registered State(s):
  • AL
  • FL
  • MD
  • TX
  • SC
  • GA
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    3,948
    ACCOUNTS
  • Average Account Value
    $433,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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