Best Investors Account Sign in
Inactive

Stephen Francis Starzec

Fifth Third Wealth Advisors LLC

Lone Tree, CO

Claim This Profile
Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-19
TX RA APPROVED 2025-08-19
  • CO RA
    APPROVED
    Since 2025-08-19
  • TX RA
    APPROVED
    Since 2025-08-19

Branch Locations

10375 Park Meadows Drive, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of The West Wealth Management Boulder CO 08/2007 08/2018
Bancwest Investment Services, Inc Boulder CO 10/2008 08/2018
Midfirst Bank Boulder CO 08/2018 03/2019
Midfirst Bank Boulder CO 03/2019 04/2021
Cetera Investment Services Llc St Cloud MN 03/2019 04/2021
Cetera Investment Advisers Llc Boulder CO 03/2019 04/2021
Fifth Third Wealth Advisors, Llc Denver CO 08/2025 Present
Bny Wealth Denver CO 04/2021 08/2025
  • 08/2007 → 08/2018
    Bank Of The West Wealth Management
    Boulder, CO
  • 10/2008 → 08/2018
    Bancwest Investment Services, Inc
    Boulder, CO
  • 08/2018 → 03/2019
    Midfirst Bank
    Boulder, CO
  • 03/2019 → 04/2021
    Midfirst Bank
    Boulder, CO
  • 03/2019 → 04/2021
    Cetera Investment Services Llc
    St Cloud, MN
  • 03/2019 → 04/2021
    Boulder, CO
  • 08/2025 → Present
    Denver, CO
  • 04/2021 → 08/2025
    Bny Wealth
    Denver, CO
Previous Registrations
  • 2019-03-15 → 2021-04-19
    Boulder, CO
  • 2008-10-15 → 2018-09-07
    Bancwest Investment Services, Inc.
    Denver, CO
    Boulder, CO
    Meeteetse, WY
    Worland, WY
    Green River, WY
    Sheridan, WY
    Gillette, WY
    Casper, WY
    Douglas, WY
    Cody, WY
    Rawlins, WY
    Lusk, WY
    Casper, WY
  • 2006-06-13 → 2007-09-17
    Cetera Investment Services Llc
    Boulder, CO
  • 2006-03-23 → 2006-04-05
    Denver, CO
  • 2002-06-24 → 2005-07-06
    Wells Fargo Investments, Llc
    Denver, CO
Other Businesses

1)Children's Hospital Advisory Council, member, assist in giving activities, non investment related, no compensation (10 hours annually) 2)Alzheimer Association, board member, assist in giving activities, non investment related, no compensation (10 hours annually) 3)National Association of Estate Planning Councils, member, assist in council membership, non investment related, no compensation (10 hours annually)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
S66 Uniform Combined State Law Examination 2001-07-24
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19
  • S66 Uniform Combined State Law Examination
    2001-07-24
Other Names
  • Stephen Francis Starzec

View on SEC IAPD

More in Lone Tree, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor