Stephen Robert Taylor
Investment adviser representative at Synovus Securities, Inc.
11 yearsExperience
23 statesRegistered in
CFP® certificationDesignation
$8.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Pinnacle BankJan 2026 to now
- Synovus Securities, Inc.Aug 2015 to now
- Synovus BankAug 2015 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 23 states (AL, AZ, CA, CO, FL, GA, IL, IN, LA, MD, MS, MT, NC, NJ, NY, OR, PA, RI, SC, TX, UT, VA, WI).
Synovus Securities, Inc.
$8.4BAssets managed
12,411Clients
169Advisers
43 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
- 4943989
- Firm CRD
- 14023