Wesley Daniel Stewart
Investment adviser representative at Synovus Securities, Inc.
13 yearsExperience
1 stateRegistered 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.Jul 2024 to now
- Synovus BankJul 2024 to Jan 2026
- Cetera Investment Advisers LLCJan 2014 to Jul 2024
- Cetera Investment Services LLCJan 2013 to Jul 2024
- Regions BankJan 2013 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 5610698
- Firm CRD
- 14023