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Keith Gregary Watson

Fifth Third Wealth Advisors LLC

Atlanta, GA

CRD 4184001

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-04
GA RA APPROVED 2021-09-24
  • TX RA
    APPROVED_RES
    Since 2024-01-04
  • GA RA
    APPROVED
    Since 2021-09-24

Branch Locations

3333 Piedmont Road Ne, Atlanta, GA 30305 • 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 Securities Atlanta GA 09/2015 04/2021
Fifth Third Wealth Advisors Llc Cincinnati OH 04/2021 Present
Previous Registrations
  • 2015-10-09 → 2021-07-21
    Fifth Third Securities, Inc.
    Atlanta, GA
    Cincinnati, OH
  • 2005-10-14 → 2014-04-10
    Truist Investment Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2004-05-11 → 2005-09-15
    Securian Financial Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-10
  • S63 Uniform Securities Agent State Law Examination
    2000-07-10
Other Names
  • Keith G Watson

View on SEC IAPD

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