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AC
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Allen Theodore Curry
Synovus Securities, INC.
30 Years of Experience
4 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
High Net Worth
Synovus Securities, INC.
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $250K
1.50%
$250K - $500K
1.25%
$500K - $1.0M
1.00%
$1M+
0.75%
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
158 Meeting Street, Charleston, SC, 29401
Get directions
History
Regulatory History (4)
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
January 2014
Closed-No Action
Customer Dispute
February 2013
Denied
Customer Dispute
January 2013
Award / Judgment
Customer Dispute
December 2007
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Synovus Securities, INC.
December 2002 - Present · 23 yrs 2 mos
Synovus Securities, INC.
Broker
June 2002 - Present · 23 yrs 8 mos
Previous Registrations
Prudential Securities Incorporated
Broker
October 1999 - June 2002 · 2 yrs 8 mos
J.C. Bradford & CO.
Broker
October 1997 - November 1999 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
June 1995 - October 1997 · 2 yrs 4 mos
State Registrations
12 states
AL
CO
FL
GA
ID
NC
NY
PA
SC
TX
VA
WV
Advisor
Broker
Both
Exams
No exam information available for this advisor.