Todd Bellocchio, financial advisor Marietta GA
96 score

Todd Bellocchio

CRD Number: 3169122
Current Firm: Synovus Securities, Inc.

Todd Bellocchio (CRD# 3169122) is an Investment Advisor Representative working at Synovus Securities, Inc. in Marietta, GA and has over 17 years of experience in the finance industry. Todd Bellocchio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bank Of North Georgia, A Division Of Synovus Bank Alpharetta, GA Feb 2016 - Current < 1
Synovus Securities, Inc. Alpharetta, GA Feb 2016 - Current < 1
Suntrust Banks, Inc. Atlanta, GA Dec 2013 - Feb 2016 2
Suntrust Investment Services, Inc. Atlanta, GA Dec 2013 - Feb 2016 2
Axa Advisors, LLC New York, NY Aug 2012 - Dec 2013 1
Axa Advisors, LLC Atlanta, GA Aug 2012 - Dec 2013 1
State Bank & Trust Company Atlanta, GA Dec 2009 - Aug 2012 2
State Bank & Trust Company Atlanta, GA Jul 2003 - Aug 2012 9
Buckhead Community Bank Atlanta, GA Jul 2003 - Dec 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Todd E. Bellocchio
Phone Number: 706-649-2327
Firm Website: http://cfgltd.com
Registered State(s):
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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