Anne
Glaser

Synovus Securities, Inc

CRD#4717366
Investment Advisor
in Atlanta, GA
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About this Advisor

Anne Glaser is a certified financial planner working in Atlanta, Georgia, who has been in the advisory business for 16 years. Glaser is on the advisory team at Synovus Securities, Inc. Over the course of their career, they have held roles at Synovus Securities, Inc and Creative Financial Group(Merged Into Synovus Securities 01112011. Glaser maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Indiana, Minnesota, Texas, Washington, Florida, Georgia, North Carolina and New Mexico. Synovus Securities, Inc is an advisory company based in Atlanta, Georgia. It has offices in 65 locations and a total of 219 advisors. It manages $3 billion in total assets between its 5,954 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 15 charitable organizations. Of its 5,954 client accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as 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. Fees charged by financial advisors typically vary depending on which services are offered. Fees charged by Synovus Securities, Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

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

Disclosures

No

Office Location

3400 Overton Park Drive
Atlanta, GA 30339

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$2,726,762,408

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

232

GA Average: 58
Total Number of Accounts

7,067

GA Average: 1,608
Average Account Size

$385,844

GA Average: $2,220,225

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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

Anne Glaser Work History

Anne has 16 years of experience.

2004 - Present (15 years)

Synovus Securities, Inc

2002 - 2010 (8 years)

Creative Financial Group(Merged Into Synovus Securities 01112011

Disclosures

Anne Glaser has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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