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Erik Lynch

Fifth Third Securities, Inc.

Holland, MI

Grand Blanc, MI

CRD 4433376

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Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • SPONSOR WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Fifth Third Securities, Inc.

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-03
  • MI RA
    APPROVED
    Since 2024-06-03

Branch Locations

Holland, MI • United States

Grand Blanc, MI • 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
Oppenheimer & Co. Inc. Kalamzaoo MI 07/2016 08/2022
Wells Fargo Clearing Services, Llc Birmingham MI 08/2022 Present
Fifth Third Bank Holland MI 05/2024 Present
Fifth Third Securities Holland MI 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-01
  • S66 Uniform Combined State Law Examination
    2010-06-01
Other Names
  • Erik Lynch
  • Erik William Lynch

View on SEC IAPD

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