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Alan Grantham

Synovus Securities, Inc.

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About Alan Grantham

Alan Grantham is a registered representative with Synovus Securities, Inc. Alan has been in the industry since 2009. Previously, Alan was a registered representative at SMBC Nikko Securities Canada, LTD., SMBC Nikko Securities America, Inc., Deutsche Bank Securities Inc. and Goldman, Sachs & Co. Alan holds Series 7, Series 63, Series 79 and SIE licenses. Alan is licensed in 29 states. Alan is an investment advisor with experience in portfolio management for individuals and businesses, financial planning, tax-related services, and administrative services.

Firm Information

Alan Grantham is currently registered with Synovus Securities, Inc.. Synovus Securities, Inc. is a Corporation that was formed on June 27, 1985. The firm is headquartered in COLUMBUS, GA. Synovus Securities, Inc. is registered with the SEC and is licensed to provide investment advice in 53 states. The firm provides a wide range of advisory services including financial planning, educational seminars, portfolio management for individuals and businesses, selection of other advisers, and publication of periodicals. The firm also participates in wrap fee programs. Synovus Securities, Inc. manages approximately $6.24 billion in assets for a variety of client types, including individuals, corporations, charitable organizations, and pension and profit sharing plans.
Synovus Securities, Inc.

SYNOVUS CENTRE, 1111 BAY AVENUE, 4TH FLOOR

COLUMBUS, GA 31901

$6.24B

Assets Under Management

100

Total Clients

232

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax related services, administrative services

Tax related services, administrative services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Grantham’s Registration & Firm History

GA

09/08/2022 - Present

Synovus Securities, Inc. (ATLANTA GA)

NY

10/02/2019 - 08/17/2022

SMBC NIKKO SECURITIES CANADA, LTD. (NEW YORK NY)

NY

06/01/2016 - 08/17/2022

SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)

NY

09/19/2011 - 05/26/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

05/31/2007 - 06/04/2009

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

04/19/2007 - 05/11/2007

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 04/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Grantham.
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