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Tucker Morrison Veenis

Fifth Third Wealth Advisors LLC

Pittsburgh, PA

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Current Employers
Fifth Third Wealth Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-01-22
TX RA APPROVED 2024-01-22
  • PA RA
    APPROVED
    Since 2024-01-22
  • TX RA
    APPROVED
    Since 2024-01-22

Branch Locations

1001 Liberty Avenue 7Th Floor, Pittsburgh, PA 15222 • 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
Fifth Third Wealth Advisors Llc Pittsburgh PA 01/2024 Present
Bny Mellon Wealth Management Pittsburgh PA 01/2020 12/2023
Bny Mellon Wealth Management Pittsburgh PA 05/2014 12/2019
  • 01/2024 → Present
    Fifth Third Wealth Advisors Llc
    Pittsburgh, PA
  • 01/2020 → 12/2023
    Bny Mellon Wealth Management
    Pittsburgh, PA
  • 05/2014 → 12/2019
    Bny Mellon Wealth Management
    Pittsburgh, PA
Previous Registrations
  • 2008-01-22 → 2014-05-05
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
    York, PA
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
S66 Uniform Combined State Law Examination 2007-11-01
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22
  • S66 Uniform Combined State Law Examination
    2007-11-01

View on SEC IAPD

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Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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