Michelle
Bailey

Synovus Securities, Inc

CRD#4378134
Investment Advisor
in Atlanta, GA

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About this Advisor

Michelle Bailey is a financial advisor based out of Atlanta, Georgia with a total of 3 years of relevant experience. Bailey currently works for Synovus Securities, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wachovia Bank, N.A, Wells Fargo Clearing Services, LLC, Synovus Securities Inc and Synovus Bank. Bailey maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Georgia. Synovus Securities, Inc is an advisory business operating out of Columbus, GA. It has offices in 90 locations and a total of 298 financial advisors. It has $6 billion in total assets between its 12,071 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 79 charitable organizations. Of its 12,071 customer accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. Synovus Securities, Inc has a broad range 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. Fees charged by financial advisors typically vary depending on the type of services. Fees charged by Synovus Securities, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

3400 Overton Park Dr Se
Atlanta, GA 30339

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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

Michelle Bailey Work History

Michelle has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Synovus Securities Inc

2020 - Present (4 years)

Synovus Bank

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2010 - 2020 (10 years)

Wachovia Bank, N.A

*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 Michelle Bailey 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

Bridget Alcide
Newnan, GA
Erika Chambliss
Saint Simons Island, GA
James Mack
Atlanta, GA
Stephanie Desear
Port Charlotte, FL
Stephen Taylor
Birmingham, AL
Kellie Krakoviak
Alpharetta, GA
Natalie Schweers
Augusta, GA
Ashton Medina
Stuart, FL

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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