Unclaimed Profile

Stuart Sommerville Canzeri

FIDUCIARY ALLIANCE LLC·GREENVILLE, South Carolina

Series 6, Series 7, Series 24, Series 63, Series 6517 years registeredFIDUCIARY ALLIANCE LLC

511 RHETT STREET, SUITE 2A, GREENVILLE, SC 29601CRD# 5550901Firm CRD# 284924

Profile Verification

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

Identity

Stuart Sommerville Canzeri · GREENVILLE, SC

Registration

CRD #5550901 · FIDUCIARY ALLIANCE LLC · 17 years registered

Brand Profile

Not yet started

Career History

RESURGENT ADVISORS

Dec 2019 – present

THE FIDUCIARY ALLIANCE

Sep 2016 – Oct 2019

Atlanta, GA

CAPITAL ASSET ADVISORY SERVICES, LLC

Aug 2013 – Mar 2017

ATLANTA, GA

HORNOR, TOWNSEND & KENT, INC.

Mar 2010 – Aug 2013

ATLANTA, GA

NEW ENGLAND SECURITIES CORPORATION

Jul 2009 – Feb 2010

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 17, 2009

Years registered · 17

Disclosure History

2006Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIDUCIARY ALLIANCE LLC

CRD 284924 · SEC 801-108283

AUM

$1.2B

Regulatory assets under management

Employees

16,591 client accounts

Services offered by FIDUCIARY ALLIANCE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIARY ALLIANCE LLC →

Introduction

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Frequently Asked Questions

What services does Stuart Sommerville Canzeri offer?

Stuart Sommerville Canzeri specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Stuart Sommerville Canzeri's credentials?

Stuart Sommerville Canzeri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stuart Sommerville Canzeri located?

Stuart Sommerville Canzeri is based in GREENVILLE, South Carolina, working with FIDUCIARY ALLIANCE LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Stuart Sommerville Canzeri charge for services?

Stuart Sommerville Canzeri's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY ALLIANCE LLC?

FIDUCIARY ALLIANCE LLC has approximately 48 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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