Stuart Canzeri
Stuart Canzeri is a registered investment advisor at Resurgent Advisors, based in Atlanta, GA, with 16 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 392 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.
Location
600 Embassy Row, Ste 108, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2006Other Business ActivitiesSells Insurance
Stuart is a partner at Peachtree Financial Group, where he sells life, disability, and long-term care insurance, investments, and annuities, dedicating about a quarter of his time. He is also a partner at Peachtree College Planning, spending about 10-20% of his time holding informational classes on college planning.
Employment History
Current Registrations
Resurgent Advisors
Previous Registrations
The Fiduciary Alliance
Capital Asset Advisory Services, LLC
Hornor, Townsend & Kent, INC.
New England Securities Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.