Michael S. Sava

SYNOVUS SECURITIES

ALPHARETTA, GA 30009

Some features on this profile are disabled

CRD#: 2355134

Professional summary

Michael S Sava, CFP®, CIMA®, who also goes by Michael Stephen Sava Jr, Michael Stephen Sava, is a registered financial advisor currently at SYNOVUS SECURITIES, INC. located in Alpharetta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 11 firms and has passed the Series 63, Series 66, Series 65, Series 7TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Stephen Sava Jr | Michael Stephen Sava

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S Sava's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael S Sava's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 20, 2023 - Present

SYNOVUS SECURITIES, INC.

Office #1: 8025 Westside Parkway, Alpharetta, GA 30009

RIA

CRD#: 14023

ALPHARETTA, GA

Current

August 25, 2023 - Present

SYNOVUS SECURITIES, INC.

Office #1: 8025 Westside Parkway, Alpharetta, GA 30009

RIA

CRD#: 14023

ALPHARETTA, GA

Past

September 20, 2022 - January 3, 2023

WISER WEALTH MANAGEMENT, INC

RIA

CRD#: 125282

MARIETTA, GA

Past

August 12, 2020 - April 1, 2022

MCCORMACK FINANCIAL PLANNING INC.

RIA

CRD#: 136857

ATLANTA, GA

Past

February 10, 2014 - July 31, 2020

FIRSTRUST

RIA

CRD#: 111800

Atlanta, GA

Past

May 17, 2012 - February 7, 2013

HENSSLER FINANCIAL

RIA

CRD#: 104545

KENNESAW, GA

Past

April 17, 2012 - February 7, 2013

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, GA

Past

May 6, 2011 - November 10, 2011

QUEST CAPITAL STRATEGIES, INC.

RIA

CRD#: 16783

ATLANTA, GA

Past

April 19, 2011 - November 10, 2011

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

October 24, 2006 - May 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

October 11, 2006 - May 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

April 7, 2000 - September 18, 2002

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

July 22, 1994 - April 18, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 13, 1993 - July 18, 1994

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SYNOVUS SECURITIES, INC.

CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709

RIA

Registered Investment Advisory firm - SEC (9/1/1983 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/7/2023)

IAR

Alabama
(11/7/2023)

Florida
(11/8/2023)

IAR

Florida
(11/8/2023)

IAR

Georgia
(4/20/2023)

Georgia
(10/26/2023)

IAR

South Carolina
(11/7/2023)

South Carolina
(11/8/2023)

Tennessee
(11/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/20/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/21/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/12/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/24/2023

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 10/10/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SYNOVUS SECURITIES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709

RIA

Registered Investment Advisory firm - SEC (9/1/1983 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

33 W 14th Street 3rd Floor, Columbus, GA 31901

Mailing Address

P.o. Box 2628, Columbus, GA 31902-2628

Phone number

(706) 649-2327

Established

Georgia since 06/27/1985

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

287

SEC notice filing (52 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CREATIVE FINANCIAL GROUP ADV PART 2A (11/3/2025)

SYNOVUS SECURITIES, INC. ADV PART 2A (11/3/2025)

SYNOVUS SECURITIES, INC. APPENDIX 1 WRAP BROCHURES (11/3/2025)

Direct owners and executive officers

Name	Position	CRD#
SYNOVUS FINANCIAL CORP.	SYNOVUS SECURITIES, INC PARENT
BROOKS, WILLIAM THOMAS	CHIEF COMPLIANCE OFFICER	5028846
ELEAM, JENNA KELLEY	CHIEF FINANCIAL OFFICER / FINOP	7801582
GUNDERSON, GENE FREDERICK	DIRECTOR OF COMPLIANCE, TRUST & BROKERAGE	2914172
HILL, JAYNE BARRY	DIRECTOR/PRESIDENT OF WEALTH SERVICES	7660902
KIRK, LEAH JEANETTE	CHIEF OPERATIONS OFFICER	2217286
LAW, ROBERT WARD	PRESIDENT - CFG DIVISION	1399885
MCKENZIE, MICHELLE JESSUP	ROP	2475731
SEXTON, GUY LEONARD	EVP/DIRECTOR	1204541
VARNER, ROBERT PARKER	PRESIDENT	2192715

Regulatory assets under management

Total Number of Accounts	11,990
AUM (Assets Under Management)	$ 7,086,116,735

Disclosures

Regulatory Event	10
Arbitration	2

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
10/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael S. Sava

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S Sava's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Michael S Sava's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNOVUS SECURITIES, INC.

WISER WEALTH MANAGEMENT, INC

MCCORMACK FINANCIAL PLANNING INC.

FIRSTRUST

HENSSLER FINANCIAL

ALPS DISTRIBUTORS, INC.

QUEST CAPITAL STRATEGIES, INC.

QUEST CAPITAL STRATEGIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KEYBANC CAPITAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

SYNOVUS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2023

Series 66

Date: 10/21/2006

Series 65

Date: 7/12/1993

Series 7TO

Date: 8/24/2023

Series 7

Date: 10/10/2006

FINRA

Current Firm

SYNOVUS SECURITIES, INC.

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

SYNOVUS SECURITIES, INC.

TRUST BUT VERIFY

Similar Advisors