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Phil M Weber

Fifth Third Securities, Inc.

Edgewood, KY

Falmouth, KY

Independence, KY

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Current Employers
Fifth Third Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2020-10-13
  • KY RA
    APPROVED
    Since 2020-10-13

Branch Locations

3003 Dixie Highway, Edgewood, KY 41017 • United States

280 Ridgeway, Falmouth, KY 41040 • United States

2064 Declaration Drive, Independence, KY 41051 • 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
Fidelity Brokerage Services Llc Covington KY 06/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investmnets Covington KY 05/2015 04/2019
Fifth Third Securities Cincinnati OH 04/2019 Present
Fifth Third Bank Cincinnati OH 04/2019 Present
  • 06/2015 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2015 → 04/2019
    Fidelity Investmnets
    Covington, KY
  • 04/2019 → Present
    Fifth Third Securities
    Cincinnati, OH
  • 04/2019 → Present
    Fifth Third Bank
    Cincinnati, OH
Previous Registrations
  • 2018-07-13 → 2019-04-22
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-07-08 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
  • 2013-09-11 → 2015-06-15
    Morgan Stanley
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-27
S63 Uniform Securities Agent State Law Examination 2011-10-07
  • S65 Uniform Investment Adviser Law Examination
    2013-09-27
  • S63 Uniform Securities Agent State Law Examination
    2011-10-07
Designations
Other Names
  • Philip Weber
  • Philip Matthew Weber

View on SEC IAPD

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Other Investors

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CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY

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