Best Investors
Account
Sign in
Best Investors
Account
Sign in
Sound View Wealth Advisors Group, LLC CRD 300927
$2.28B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-01 |
| GA | RA | APPROVED | 2021-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synovus Trust Co | Statesboro | GA | 05/1993 | 03/2020 |
| Synovus Securities | Statesboro | GA | 01/2002 | 03/2020 |
| Sound View Wealth Advisors Group, Llc | Statesboro | GA | 03/2020 | Present |
1. BOARD OF DIRECTORS, OFFICE OF TREASURER DUTIES, STATESBORO REGIONAL SEXUAL ASSAULT CENTER, DUTIES ARE TO PAY BILLS FOR THE CHARITY, NOT INVESTMENT RELATED DUTIES, 5-10 HOURS PER MONTH, 2-3 HOURS PER MONTH DURING TRADING HOURS|NO COMPENSATION. 2. SKIDAWAY HEALTH & LIVING SERVICES, INC, BOARD MEMBER, NOT INVESTMENT RELATED, 2-3 HOURS PER MONTH DURING TRADING HOURS, NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-22 |
Reach out to this advisor