Donald
Suriano
Synovus Securities, Inc
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About this Advisor
Donald Suriano is a financial advisor based in Stuart, Florida, with 4 years of relevant experience. Suriano is on the advisory team at Synovus Securities, Inc. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Suntrust Investment Services, Inc, Suntrust Bank, Inc, Wells Fargo Bank, N.A, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Synovus Bank and Synovus Securities, Inc. Suriano holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Georgia. Synovus Securities, Inc is an advisory firm that has its headquarters in Columbus, GA. It has offices in 90 locations and a total of 298 employees. It handles $6 billion in assets under management across its 12,071 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 79 charitable organizations. Of its 12,071 customer accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees typically depend on which services the firm provides the client. However, fees billed by Synovus Securities, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$5,803,534,438
298
12,071
$480,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Donald Suriano Work History
Donald has been registered as a financial advisor for 4 years.*
Synovus Bank
Synovus Securities, Inc
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Regions Bank
Cetera Investment Services LLC
Regions Bank
Wells Fargo Advisors, LLC
Suntrust Investment Services, Inc
Suntrust Bank, Inc
Wells Fargo Bank Na
Wells Fargo Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Suriano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Synovus Securities, Inc
Birmingham, AL
Atlanta, GA
Alpharetta, GA
Newnan, GA
Saint Simons Island, GA
Port Charlotte, FL
Peachtree City, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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