Stuart
Canzeri

Resurgent Financial Advisors LLC

CRD#5550901
Investment Advisor
in Atlanta, GA

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About this Advisor

Stuart Canzeri is a financial advisor operating out of Atlanta, Georgia with a total of 4 years of relevant experience. Canzeri is an advisor for Resurgent Financial Advisors LLC. Their career trajectory has included roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Peachtree Financial Group, Peachtree College Planning, Capital Asset Advisory Services, LLC, Fiduciary Alliance, LLC and Resurgent Financial Advisors. Canzeri holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia and Texas. Resurgent Financial Advisors LLC is an advisory business operating out of Atlanta, GA. It has offices in five locations and a total of 14 people on staff. It has $400 million in total assets across its 1,487 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,487 customer accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Resurgent Financial Advisors LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on the type of services provided. Fees charged by Resurgent Financial Advisors LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Embassy Row Ste 108
Atlanta, GA 30328

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Resurgent Financial Advisors LLC Brokerage Details

Total Assets Under Management

$400,140,369

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

14

GA Average: 58
Total Number of Accounts

1,487

GA Average: 1,608
Average Account Size

$269,092

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

Stuart Canzeri Work History

Stuart has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Resurgent Financial Advisors

2016 - Present (8 years)

Fiduciary Alliance, LLC

2013 - Present (11 years)

Capital Asset Advisory Services, LLC

2011 - Present (13 years)

Peachtree College Planning

2010 - Present (14 years)

Peachtree Financial Group

2010 - 2013 (3 years)

Hornor Townsend & Kent Inc

2010 - 2013 (3 years)

Penn Mutual Life Insurance Co

*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 Stuart Canzeri 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 Resurgent Financial Advisors LLC

George Perros
Danville, KY
Matthew Pohlman
Chapel Hill, NC
Stuart Canzeri
Atlanta, GA
David Hughes
Atlanta, GA
William Griffin
Danville, KY
Daniel Taylor
Farmville, NC

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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