Marc Otha Sydnor
Investment adviser representative at Globalt Investments
7 yearsExperience
1 stateRegistered in
$3BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
7 years in the industry.
- Globalt Investments LLC (successor)Dec 2021 to now
- Globalt InvestmentsDec 2021 to Nov 2023
- Avec Capital LLCJun 2017 to Jul 2017
- Xt Capital Partners, LLCJun 2017 to Jun 2017
- SabbaticalJul 2016 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Globalt Investments
Legal name: Globalt Investments LLC
$3BAssets managed
3,248Clients
12Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2324259
- Firm CRD
- 328039