Marc O. Sydnor
Professional summary
Marc Otha Sydnor, who also goes by Marc D Sydnor, Syd Sydnor, is a registered financial advisor currently at GLOBALT INVESTMENTS located in Atlanta, Georgia.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Marc has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Otha Sydnor's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2023 - Present
GLOBALT INVESTMENTS
Office #1: 3200 Windy Hill Road, Se Suite 1550e, Atlanta, GA 30339April 26, 2022 - December 11, 2023
GLOBALT INVESTMENTS
May 16, 2008 - July 28, 2016
HERNDON CAPITAL MANAGEMENT, LLC
February 10, 1997 - December 31, 2000
EQUITY SERVICES, INC.
September 20, 1995 - February 3, 1997
CIBC WORLD MARKETS CORP.
November 22, 1993 - August 28, 1995
CITICORP INVESTMENT SERVICES
June 3, 1993 - November 10, 1993
CADARET, GRANT & CO., INC.
March 10, 1993 - June 11, 1993
WOODBURY FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
GLOBALT INVESTMENTS
CRD#: 328039 / SEC#: 801-129022
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/1/2023)
Exams
Current Firm
GLOBALT INVESTMENTS
CRD#: 328039 / SEC#: 801-129022
Contact information
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,521 |
| AUM (Assets Under Management) | $ 2,809,985,493 |
Red Flags
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