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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-1983
- Office Locations
- 65
Office Locations
About Synovus Securities, Inc.
Synovus Securities, Inc. provides financial planning, investment planning, and portfolio construction for retail and institutional clients, including business owners and entrepreneurs. Investment use spans mutual funds, ETFs and fixed income, with access to select alternatives; the firm also supports retirement, tax, estate and insurance planning. Platform and custody include Envestnet and major custodians such as Schwab and Fidelity. Synovus is transitioning to the Pinnacle Financial Partners name.
Reported data analysis
What the numbers show
Between November 13, 2025 and January 28, 2026, reported AUM increased 19.2%, from $7.1B to $8.4B.
Across 5 reported observations, AUM increased 34.3% between November 30, 2022 and January 28, 2026, from $6.3B to $8.4B.
Of the latest reported AUM, 59.1% is discretionary and 40.9% is non-discretionary.
The firm reports 184 advisory representatives and 12,511 clients, or 68 clients per representative. That equates to $675.0K in reported AUM per client.
The profile lists 65 reported office locations and 42 years in operation. The source data was last updated on January 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Synovus Securities, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
William Thomas Brooks
Chief Compliance Officer
- CRD
- #5028846
- Ownership
- Less than 5%
JENNA Kelley ELEAM
Chief Financial Officer, Finop
- CRD
- #7801582
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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PHILLIP GARY ABSHIER II
--
- CRD
- #2840898
BRIDGET ADALINE ALCIDE
--
- CRD
- #4194526
Showing 2 of 234 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,987,877,578 | $860,127 |
| Non-Discretionary | $3,457,205,436 | $522,868 |
| Total | $8,445,083,014 | $680,451 |
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Separately Managed Accounts
SMA allocation detail is available
Synovus Securities, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Synovus Securities, Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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