SYNOVUS SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1983

Total AUM

$8.4B

Discretionary

$5B

59% of AUM

Accounts

12,411

Employees

280

Advisory reps

233

Brokerage reps

229

Firm details

Headquarters: COLUMBUS, Georgia
CRD number: 14023
Registered since: September 1, 1983
Website: www.synovus.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI58.68%
Individuals31.57%
Corporations / Businesses6.52%
Charitable Organizations2.06%
Pension & Profit Sharing Plans1.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Synovus Securities, Inc. operates as an independent broker-dealer and investment bank that serves both individual/family and institutional clients. The firm combines brokerage capabilities with advisory services—financial planning, portfolio management for individuals and institutions, selection of outside advisers, and educational seminars—while also acting as an insurance broker and registered municipal advisor. It functions as a capital allocator, using third‑party managers for a range of strategies. Investment activity leans toward professionally managed public vehicles and outsourced managers. The firm is not positioned as an active ESG investor. Its business model supports both discretionary management and brokerage/transactional relationships, with fee arrangements spanning percentage of AUM, hourly and fixed fees, and commission-based sales.