Scott
Alexander

Synovus Securities, Inc

CRD#1954894
Investment Advisor
in Savannah, GA

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About this Advisor

Scott Alexander is a certified financial planner working out of Savannah, Georgia with a total of 12 years of relevant experience. Alexander is on the advisory team at Synovus Securities, Inc. Throughout their career, Alexander has worked at Sea Island Bank A Division Of Synovus Bank and Synovus Securities, Inc. Alexander holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, California, Florida, Georgia, North Carolina and South Carolina. Synovus Securities, Inc is a registered investment company that has its headquarters in Columbus, GA. It has offices in 90 locations and a total of 298 people on staff. It oversees $6 billion in total assets between its 12,071 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 79 charitable organizations. Of its 12,071 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. Synovus Securities, Inc performs a number 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 for financial management largely are based on which services the firm provides the client. However, fees billed by Synovus Securities, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 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

7402 Hodgson Memorial Drive, Suite 205
Savannah, GA 31406

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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

Scott Alexander Work History

Scott has been registered as a financial advisor for 12 years.*

2020 - Present (4 years)

Synovus Securities, Inc

2013 - 2020 (7 years)

Synovus Securities, Inc

2011 - 2014 (3 years)

Synovus Securities, Inc

2006 - 2013 (7 years)

Sea Island Bank A Division Of Synovus Bank

*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 Scott Alexander 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

Stephen Taylor
Birmingham, AL
James Mack
Atlanta, GA
Stephanie Desear
Port Charlotte, FL
Erika Chambliss
Saint Simons Island, GA
Bridget Alcide
Newnan, GA
Kellie Krakoviak
Alpharetta, GA
Michael O'Connor
Alpharetta, GA
Charity Keller
Columbus, 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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