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Robert Burts

Synovus Securities, INC.
36 Years of Experience
Alpharetta, GA
1 DisclosureBroker
View SEC Summary
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Robert Burts is a registered investment advisor at Synovus Securities, INC., based in Alpharetta, GA, with 36 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B in assets under management.

Synovus Securities, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
170 advisors
Number of Clients
12,411 clients
Average Client Portfolio
$680K average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.46%
$500K - $1.0M1.36%
$1.0M - $2.0M1.26%
$2M+1.16%

Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8025 Westside Parkway, Alpharetta, GA, 30009

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns a rental condominium in Panama City Beach, Florida since 2003. He spends minimal time on this activity, which is not investment-related.

Employment History
Current Registrations
Synovus Securities, INC.
March 1999 - Present · 27 yrs 7 mos
Synovus Securities, INC.
March 1999 - Present · 27 yrs 7 mos
Synovus Securities, INC.Broker
March 1999 - Present · 27 yrs 7 mos
Previous Registrations
Liberty Securities CorporationBroker
August 1998 - March 1999 · 7 mos
Independent Financial Securities, INC.Broker
September 1996 - August 1998 · 1 yr 11 mos
Southtrust Securities, INC.Broker
October 1992 - March 1999 · 6 yrs 5 mos
Lehman Brothers INC.Broker
November 1989 - October 1992 · 2 yrs 11 mos
State Registrations26 states
ALCODCFLGAILINKSKYMDMEMOMTNCNVNYOHORPASCTNTXUTVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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