Stephanie Benardo Desear
Investment adviser representative at Synovus Securities, Inc.
13 yearsExperience
2 statesRegistered in
$8.4BFirm assets
43 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 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
13 years in the industry.
- Pinnacle BankJan 2026 to now
- Synovus Securities, Inc.May 2022 to now
- Synovus BankMay 2022 to Jan 2026
- Suntrust Advisory Services, Inc.Jul 2017 to May 2022
- Suntrust Bank, Inc.Jul 2017 to May 2022
- Suntrust Investment Services,inc.Jul 2017 to May 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2017
- Wells Fargo Bank NAApr 2013 to Jul 2017
- Wells Fargo Advisors, LLC.Apr 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, ME).
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
- 5542494
- Firm CRD
- 14023