Unclaimed Profile

Gregory Samuel Paulette

SYNOVUS TRUST COMPANY, N.A.·ATLANTA, Georgia

Series 7, Series 63Clean record23 years registeredSYNOVUS TRUST COMPANY, N.A.

3280 PEACHTREE ROAD, NE, ATLANTA, GA 30305CRD# 703879Firm CRD# 168405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Samuel Paulette · ATLANTA, GA

Registration

CRD #703879 · SYNOVUS TRUST COMPANY, N.A. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYNOVUS TRUST COMPANY, N.A.

GLOBALT INVESTMENTS

Aug 2013 – Mar 2020

ATLANTA, GA

GLOBALT INC

Mar 2003 – Aug 2013

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNOVUS TRUST COMPANY, N.A.

CRD 168405 · SEC 801-78344

AUM

$2.5B

Regulatory assets under management

Employees

4,225 client accounts

Services offered by SYNOVUS TRUST COMPANY, N.A.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SYNOVUS TRUST COMPANY, N.A. →

Introduction

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Frequently Asked Questions

What services does Gregory Samuel Paulette offer?

Gregory Samuel Paulette specializes in Investment Management, Wealth Management.

What are Gregory Samuel Paulette's credentials?

Gregory Samuel Paulette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Samuel Paulette located?

Gregory Samuel Paulette is based in ATLANTA, Georgia, last registered with SYNOVUS TRUST COMPANY, N.A..

How does Gregory Samuel Paulette charge for services?

Gregory Samuel Paulette's firm is compensated through percentage of aum, subscription fees, other: pct of model portfolio fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNOVUS TRUST COMPANY, N.A.?

SYNOVUS TRUST COMPANY, N.A. has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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