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BC
CFP
BC
CFP

Benjamin Calvert

Synovus Securities, INC.
14 Years of Experience
Huntsville, AL
1 DisclosureBroker
View SEC Summary
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Benjamin Calvert is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Huntsville, AL, with 14 years of industry experience. Benjamin 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

301 Washington Street, Huntsville, AL, 35801

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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
July 2025
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Benjamin is the treasurer for Christ Pres Church, dedicating minimal time to budget planning, bookkeeping, and financial reporting. He also serves as treasurer for North Alabama Lacrosse and as an assistant coach on his son's team, spending minimal time preparing financial statements and giving status reports.

Employment History
Current Registrations
Synovus Securities, INC.Broker
August 2019 - Present · 7 yrs 2 mos
Synovus Securities, INC.
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Bbva Wealth Solutions INC.
May 2017 - September 2019 · 2 yrs 4 mos
Bbva Securities INC.Broker
April 2015 - September 2019 · 4 yrs 5 mos
Cetera Investment Services LLCBroker
May 2013 - February 2014 · 9 mos
Bbva Compass Investment Solutions, INCBroker
November 2009 - March 2012 · 2 yrs 4 mos
State Registrations18 states
ALFLGALAMAMNMSNCOHORPASCTNTXUTVAWAWV
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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