Barton
Gadlage

Synovus Securities, Inc

CRD#3182659
Investment Advisor
in Atlanta, GA
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About this Advisor

Barton Gadlage is a certified financial planner in Atlanta, Georgia. Currently a registered advisor with Synovus Securities, Inc, Gadlage has 17 years of experience in the financial advisory industry. Gadlage maintains a Series 63 license, designating the advisor as a securities broker. Gadlage is registered to work with clients based out of Colorado, Illinois, Georgia and Florida. Their career trajectory has included roles at Synovus Securities, Inc and Creative Financial Group(Merged Into Synovus Securities 01112011. Synovus Securities, Inc is headquartered in Atlanta, Georgia, and operates out of 65 other locations across the United States. As a company, Synovus Securities, Inc oversees $3 billion in assets throughout 5,954 accounts and retains more than 219 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 1,753 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Synovus Securities, Inc can provide 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 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

Barton Gadlage Work History

Barton has 17 years of experience.

2001 - Present (18 years)

Synovus Securities, Inc

2001 - 2010 (9 years)

Creative Financial Group(Merged Into Synovus Securities 01112011

Disclosures

Barton Gadlage has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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