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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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SC

Stuart S. Canzeri

RESURGENT ADVISORS
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 5550901
SC

Professional summary

Stuart Sommerville Canzeri, who also goes by Stuart Canzeri, is a registered financial advisor currently at RESURGENT ADVISORS located in Atlanta, Georgia.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Stuart has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stuart Canzeri

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 Stuart Sommerville Canzeri'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®
None

Experience

Current

December 13, 2019 - Present

RESURGENT ADVISORS

Office #1: 600 Embassy Row Ste 108, Atlanta, GA 30328
RIA
CRD#: 299575
Atlanta, GA
Past

September 23, 2016 - October 8, 2019

THE FIDUCIARY ALLIANCE

RIA
CRD#: 284924
Atlanta, GA
Past

August 27, 2013 - March 28, 2017

CG ADVISORY SERVICES

RIA
CRD#: 110929
ATLANTA, GA
Past

March 9, 2010 - August 29, 2013

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
ATLANTA, GA
Past

February 22, 2010 - August 29, 2013

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
ATLANTA, GA
Past

July 17, 2009 - February 26, 2010

NEW ENGLAND SECURITIES

RIA
CRD#: 615
ALPHARETTA, GA
Past

July 8, 2008 - February 26, 2010

NEW ENGLAND SECURITIES

BD
CRD#: 615
ALPHARETTA, 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".
RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC

CRD#: 299575 / SEC#: 801-117725

RIA
Registered Investment Advisory firm - (12/4/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/13/2019)
IAR
Texas
(5/15/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/19/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/7/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/6/2012
General Securities Principal Examination

Current Firm

RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC

CRD#: 299575 / SEC#: 801-117725

RIA
Registered Investment Advisory firm - (12/4/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6300 Powers Ferry Road Suite 600-207, Atlanta, GA 30339
Mailing Address
Phone number
(770) 615-8383
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RESURGENT FRM BROCHURE 3.31.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts925
AUM (Assets Under Management)$ 326,381,640

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.

Company Information

RESURGENT ADVISORS

CRD#: 299575Atlanta, GA 30328

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