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Marc Otha Sydnor

Globalt Investments

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About Marc Otha Sydnor

Marc Sydnor is a registered investment advisor representative with Globalt Investments. Marc has been in the financial industry since 1993. Marc has a Series 6, Series 7, and Series 63. Marc has experience with firms such as Equity Services, Inc., Oppenheimer & Co., Inc., CitiCorp Investment Services, Cadaret, Grant & Co., Inc., and Fortis Investors, Inc. Marc specializes in portfolio management for individuals and businesses.

Firm Information

Marc Sydnor is currently registered with Globalt Investments. Globalt Investments is an investment advisor headquartered in Atlanta, GA. They provide investment management services to individuals, corporations, charities, and retirement plans. Globalt manages approximately $2.66 billion in assets. They also offer model portfolio services and wrap fee program participation.
Globalt Investments

3200 WINDY HILL ROAD, SE

ATLANTA, GA 30339

$2.66B

Assets Under Management

7

Total Clients

12

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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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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model portfolio provider

Model portfolio provider

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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percentage of assets

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

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other

Percent of model portfolio fee

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Marc Sydnor’s Registration & Firm History

GA

12/01/2023 - Present

Globalt Investments (ATLANTA GA)

VT

02/10/1997 - 12/31/2000

EQUITY SERVICES, INC. (MONTPELIER VT)

NY

09/20/1995 - 02/03/1997

OPPENHEIMER & CO., INC. (NEW YORK NY)

NY

11/22/1993 - 08/28/1995

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

06/03/1993 - 11/10/1993

CADARET, GRANT & CO., INC. (SYRACUSE NY)

MN

03/10/1993 - 06/11/1993

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 04/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/1994

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Otha Sydnor.
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