Sarah Scheld

Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• SPONSOR WRAP FEE PROGRAM

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 04/2020
  Fifth Third Bank
  Mooresville, NC
• 05/2016 → 04/2020
  Fifth Third Securities
  Mooresville, NC
• 04/2020 → 01/2021
  First Citizens Bank
  Huntersville, NC
• 04/2020 → 01/2021
  First Citizens Investor Services
  Raleigh, NC
• 01/2021 → Present
  Fifth Third Bank
  Cornelius, NC
• 01/2021 → Present
  Fifth Third Securities
  Cornelius, NC

Previous Registrations

• 2020-04-30 → 2021-01-08
  First Citizens Investor Services, Inc.
  Charlotte, NC
  Huntersville, NC
  Raleigh, NC
• 2018-08-29 → 2020-04-24
  Fifth Third Securities, Inc.
  Mooresville, NC
  Cornelius, NC
  Mooresville, NC
  Davidson, NC
  Davidson, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-29
• S63 Uniform Securities Agent State Law Examination
  2016-07-15

Other Names

• Sarah M Shahrezaei
• Sarah M Shahrezaei
• Sarah Monier Shahrezaei
• Sarah Monier Scheld