Kevin James Savona

Employer firm

Fifth Third Wealth Advisors LLC CRD 313015

$7.80B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Fifth Third Wealth Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-17
PA	RA	APPROVED	2023-07-20

TX RA
APPROVED

Since 2023-11-17
PA RA
APPROVED

Since 2023-07-20

Branch Locations

1603 Carmody Court, Sewickley, PA 15143 • 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

Organization	City	State	From	To
Fifth Third Wealth Advisors Llc	Pittsburgh	PA	07/2023	Present
Bny Mellon	Pittsburgh	PA	06/2008	05/2023

07/2023 → Present

Fifth Third Wealth Advisors Llc

Pittsburgh, PA
06/2008 → 05/2023

Bny Mellon

Pittsburgh, PA

Previous Registrations

2005-11-09 → 2008-06-24

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC

Pittsburgh, PA

Charlotte, NC

Other Businesses

Since December 2022, Mr. Savona has been the landlord of a rental property in Mars, PA 16046. Business is not investment related. He spends less than 1hr per month and 0 during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-11-08
S63	Uniform Securities Agent State Law Examination	1997-09-15

S65 Uniform Investment Adviser Law Examination

2005-11-08
S63 Uniform Securities Agent State Law Examination

1997-09-15

Designations

Certified Financial Planner

View on SEC IAPD