Lewis
Scruggs

Synovus Securities, Inc

CRD#2583606
Investment Advisor
in Athens, GA

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About this Advisor

Lewis Scruggs is a financial advisor based in Athens, Georgia who has 25 years of relevant experience. Scruggs is currently employed by Synovus Securities, Inc. Their career trajectory has included roles at Synovus Securities, Inc, Synovus Bank and Synovus Securities Inc. Scruggs holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California, Colorado, Florida, Georgia, Illinois, Kansas, Mississippi, Nevada, North Carolina, Oklahoma, South Carolina, Virginia and Washington. Synovus Securities, Inc is a financial advisory business operating out of Columbus, GA. The firm has offices in 90 locations and a total of 298 advisors. It oversees $6 billion in assets across its 12,071 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 79 charities and foundations. Of its 12,071 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a broad set 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 advisory fees are based on which services are offered. Fee types billed by Synovus Securities, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

25 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

Office Location

150 West Hancock Ave
Athens, GA 30601

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

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

298

GA Average: 58
Total Number of Accounts

12,071

GA Average: 1,608
Average Account Size

$480,783

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
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Lewis Scruggs Work History

Lewis has been registered as a financial advisor for 25 years.*

2019 - Present (5 years)

Synovus Securities Inc

2019 - Present (5 years)

Synovus Bank

2006 - 2019 (13 years)

Synovus Bank

1998 - 2019 (21 years)

Synovus Securities, 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 Lewis Scruggs 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

Kellie Krakoviak
Alpharetta, GA
Stephen Taylor
Birmingham, AL
James Mack
Atlanta, GA
Bridget Alcide
Newnan, GA
Stephanie Desear
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Michael O'Connor
Alpharetta, GA
Lirime Mcguire
Macon, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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