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James Meiron

Synovus Securities, INC.
31 Years of Experience
Englewood, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

James Meiron is a registered investment advisor at Synovus Securities, INC., based in Englewood, FL, with 31 years of industry experience. James 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

3100 S. Mccall Road, Englewood, FL, 34224

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History

Regulatory History (2)
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
September 2014
Settled
Customer Dispute
January 2007
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Synovus Securities, INC.
June 2019 - Present · 7 yrs 4 mos
Synovus Securities, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - June 2019 · 2 yrs 10 mos
Suntrust Investment Services, INC.
April 2008 - December 2016 · 8 yrs 8 mos
Suntrust Investment Services, INC.Broker
April 2008 - June 2019 · 11 yrs 2 mos
Morgan Keegan & Company, INC.
March 2007 - April 2008 · 1 yr 1 mo
Morgan Keegan & Company, INC.Broker
February 2007 - April 2008 · 1 yr 2 mos
Amsouth Investment Management Company LLC
February 2005 - February 2007 · 2 yrs
Amsouth Investment Services, INC.Broker
February 2005 - February 2007 · 2 yrs
Southtrust Securities, LLCBroker
February 2001 - February 2005 · 4 yrs
Medallion Equities, INC.Broker
October 2000 - March 2001 · 5 mos
Nationwide Advisory Services, INC.Broker
January 1999 - October 2000 · 1 yr 9 mos
Investors Capital CORP.Broker
October 1996 - June 1998 · 1 yr 8 mos
Royal Alliance Associates, INC.Broker
June 1996 - September 1996 · 3 mos
Investors Capital CORP.Broker
September 1995 - June 1996 · 9 mos
Securities America, INC.Broker
October 1993 - November 1994 · 1 yr 1 mo
State Registrations6 states
COCTFLNCNYTX
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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