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Brian Edward Montalbano

Synovus Securities, Inc.

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About Brian Edward Montalbano

Brian Montalbano has been in the financial industry since 1994. Brian has a long history of working with both individuals and businesses. Brian is currently registered with Synovus Securities, Inc. Brian offers financial planning, portfolio management for individuals and businesses, educational seminars, and other services. Brian's experience and expertise are valuable assets to his clients.

Firm Information

Brian Montalbano 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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Brian Montalbano’s Registration & Firm History

FL

06/14/2019 - Present

Synovus Securities, Inc. (PORT CHARLOTTE FL)

FL

03/14/2003 - 06/19/2019

SUNTRUST INVESTMENT SERVICES, INC. (PORT CHARLOTTE FL)

AZ

07/09/2002 - 01/08/2003

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

GA

05/22/2002 - 07/16/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

MA

06/05/2001 - 05/13/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/05/2001 - 05/13/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

03/19/1998 - 04/23/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/08/1993 - 08/29/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

01/08/1993 - 08/29/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/06/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Edward Montalbano.
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