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Fifth Third Wealth Advisors LLC CRD 313015
$7.80B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-17 |
| MI | RA | APPROVED | 2024-01-16 |
Branch Locations
111 Lyon Street Nw, Grand Rapids, MI 49503 • United States
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstreet Advisors | Grand Rapids | MI | 01/2021 | Present |
| Fifth Third Bank | Grand Rapids | MI | 01/2008 | 01/2021 |
| Fifth Third Wealth Advisors | Cincinnati | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
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