Synovus Securities, Inc.

Synovus Securities, Inc. (CRD# 14023) is a financial advisory firm headquartered in Columbus, GA. They manage $1,710,413,060 in 3,948 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,710
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Synovus Securities, Inc.
Showing 1 - 10 of 146 top financial advisors.
1
Scott K. Alexander
CRD#: 1954894
7402 Hodgson Memorial Drive, Suite 205, Savannah, GA 31406
96
Wealthminder
score

Scott Alexander (CRD# 1954894) is an Investment Advisor Representative working at Synovus Securities, Inc. in Savannah, GA and has over 27 years of experience in the finance industry. Scott Alexander 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.

2
Todd E. Bellocchio
CRD#: 3169122
1200 Johnson Ferry Road, Marietta, GA 30068
96
Wealthminder
score

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.

3
Joel A. Bickmore
CRD#: 5108000
1137 First Avenue, Columbus, GA 31901
96
Wealthminder
score

Joel Bickmore (CRD# 5108000) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 10 years of experience in the finance industry. Joel Bickmore 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.

4
Heidi L. Colgate-Tamblyn
CRD#: 2873106
8850 Tamiami Trail North, Naples, FL 34108
96
Wealthminder
score

Heidi Colgate-Tamblyn (CRD# 2873106) is an Investment Advisor Representative working at Synovus Securities, Inc. in Naples, FL and has over 19 years of experience in the finance industry. Heidi Colgate-Tamblyn 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.

5
David S. Cooksey
CRD#: 2431914
1000 Abernathy Road, Building 400, Suite 1500, Atlanta, GA 30328
96
Wealthminder
score

David Cooksey (CRD# 2431914) is an Investment Advisor Representative working at Synovus Securities, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry. David Cooksey 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.

6
Barton M. Gadlage
CRD#: 3182659
1000 Abernathy Road, Building 400, Suite 1500, Atlanta, GA 30328
96
Wealthminder
score

Barton Gadlage (CRD# 3182659) is an Investment Advisor Representative working at Synovus Securities, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry. Barton Gadlage 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.

7
Anne C. Glaser
CRD#: 4717366
1000 Abernathy Road, Building 400, Suite 1500, Atlanta, GA 30328
96
Wealthminder
score

Anne Glaser (CRD# 4717366) is an Investment Advisor Representative working at Synovus Securities, Inc. in Atlanta, GA and has over 11 years of experience in the finance industry. Anne Glaser 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.

8
Gary J. Hurley
CRD#: 2985809
1137 First Avenue, Uptown Center, 3rd Floor, Columbus, GA 31901
96
Wealthminder
score

Gary Hurley (CRD# 2985809) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 18 years of experience in the finance industry. Gary Hurley 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.

9
Robert W. Law
CRD#: 1399885
1000 Abernathy Road, Building 400, Suite 1500, Atlanta, GA 30328
96
Wealthminder
score

Robert Law (CRD# 1399885) is an Investment Advisor Representative working at Synovus Securities, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry. Robert Law 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.

10
Stephen S. Lorentz
CRD#: 2658934
1137 First Avenue, Uptown Center, 3rd Floor, Columbus, GA 31901
96
Wealthminder
score

Stephen Lorentz (CRD# 2658934) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 21 years of experience in the finance industry. Stephen Lorentz 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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