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Synovus Securities, Inc. CRD 14023
$8.45B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-14 |
| NC | RA | APPROVED | 2024-05-17 |
| CT | RA | APPROVED | 2023-08-30 |
| CO | RA | APPROVED | 2022-02-07 |
| FL | RA | APPROVED | 2019-06-24 |
Branch Locations
3100 S. Mccall Road, Englewood, FL 34224 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Venice | FL | 04/2008 | 06/2019 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 06/2019 |
| Synovus Securities, Inc. | Englewood | FL | 06/2019 | 10/2019 |
| Synovus Bank | Englewood | FL | 06/2019 | 10/2019 |
| Synovus Securities, Inc. | Englewood | FL | 10/2019 | Present |
| Synovus Bank | Englewood | FL | 10/2019 | 12/2025 |
| Pinnacle Bank | Englewood | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-03 |
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