Marc
Sydnor
Globalt Investments
Answer a few questions and
get matched with an advisor.
About this Advisor
Marc Sydnor is a financial advisor operating out of Atlanta, Georgia with a total of 1 year of industry experience. Sydnor is an advisor for Globalt Investments. Throughout their career, they have worked at Sabbatical, Herndon Captial Management/ Atlanta Life Investment Advisors, Xt Capital Partners, LLC, Avec Capital LLC and Globalt Investments. Sydnor holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Globalt Investments is a financial advisory firm headquartered in Atlanta, GA. It has $3 billion in assets under management across its 4,225 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 51 charitable organizations. Of its 4,225 customer accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Globalt Investments offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice depend on the financial services provided. Fees charged by Globalt Investments likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Globalt Investments Brokerage Details
$2,543,718,212
21
4,225
$602,063
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Marc Sydnor Work History
Marc has been registered as a financial advisor for 1 years.*
Globalt Investments
Sabbatical
Xt Capital Partners, LLC
Avec Capital LLC
Sabbatical
Herndon Captial Management/ Atlanta Life Investment Advisors
*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 Marc Sydnor 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 Globalt Investments
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
