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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-1983
- Office Locations
- 64
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 233 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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