Reagan
Caruso

Synovus Securities, Inc

CRD#7828161
Investment Advisor
in Port Charlotte, FL

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About this Advisor

Reagan Caruso is a financial advisor based in Port Charlotte, Florida, working with Synovus Securities, Inc. Reagan has previously held positions at Synovus Securities, Inc, Landrumhr, and Merrill Land Company, Inc/Great Southern Restaurant Group Of Pns. Reagan has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. Currently, Reagan is part of Synovus Securities, Inc, which operates out of Port Charlotte, Florida. The firm has 84 offices and 292 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Synovus Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1255 Tamiami Trail
Port Charlotte, FL 33953

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$6,242,394,824

FL Average: $3,570,121,308
Total Number of Employees

292

FL Average: 58
Total Number of Accounts

12,037

FL Average: 1,608
Average Account Size

$518,601

FL Average: $2,220,225

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

Reagan Caruso Work History

2023 - Present (1 year)

Synovus Securities, Inc

2017 - 2023 (6 years)

Landrumhr

1998 - 2017 (19 years)

Merrill Land Company, Inc/Great Southern Restaurant Group Of Pns

Disclosures

Please visit the SEC profile of Reagan Caruso 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

Keith Garner
Wesley Chapel, FL
Jeffrey Parks
Palm Harbor, FL
Miguel Alvarez
Port Charlotte, FL
Robert Law
Atlanta, GA
Comer Woodruff
Athens, GA
Bridget Alcide
Newnan, GA
Lirime Mcguire
Macon, GA
Tiffany Hollimon
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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