Cynthia
Pelosi

Fsc Securities Corporation

CRD#3060831
Investment Advisor
in Atlanta, GA

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About this Advisor

Cynthia Pelosi is a financial advisor who works in Atlanta, Georgia who has 1 year of industry experience. Pelosi is currently employed by Fsc Securities Corporation. Throughout their career, Pelosi has worked at Fsc Securities Corporation, Metlife, Inc, Voya Financial Advisors, Inc, Invest Financial Corporation, Inc, Swan Global Investments, LLC, Northern Lights Distributors, LLC, Massmutual Life Insurance Co, Grow Financial Credit Union, Mml Investors Services and Pelosi Chiropractic. Pelosi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Fsc Securities Corporation is a registered investment firm based in Atlanta, GA. The investment advisory business has offices in 334 locations and a total of 2,174 advisors. It has $12 billion in total assets between its 52,792 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 94 charities and foundations. Of its 52,792 client accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Fsc Securities Corporation likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2300 Windy Ridge Pkwy Suite 750N
Atlanta, GA 30339

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

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

2,174

GA Average: 58
Total Number of Accounts

52,792

GA Average: 1,608
Average Account Size

$222,489

GA 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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Cynthia Pelosi Work History

Cynthia has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fsc Securities Corporation

2021 - 2022 (1 year)

Massmutual Life Insurance Co

2021 - 2022 (1 year)

Mml Investors Services

2020 - 2021 (1 year)

Grow Financial Credit Union

2019 - 2020 (1 year)

Pelosi Chiropractic

2017 - 2019 (2 years)

Swan Global Investments, LLC

2017 - 2019 (2 years)

Northern Lights Distributors, LLC

2016 - 2017 (1 year)

Invest Financial Corporation, Inc

2015 - 2015 (< 1 year)

Voya Financial Advisors, Inc

2013 - 2014 (1 year)

Metlife, Inc

*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 Cynthia Pelosi 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 Fsc Securities Corporation

Matthew Webb
Lubbock, TX
Kepa Eizaguirre-Borreson
Northampton, MA
Daniel Stith
Oklahoma City, OK
William Howard
Marietta, GA
Nicholas Klanke
Bloomfield Hills, MI
Terry Thompson
Traverse City, MI
Danielle Holmes
Grove City, OH
Mark Brower
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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