Zach Mcdonald

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

• 10/2010 → 06/2019
  Miami University
  Liberty Township, OH
• 06/2016 → Present
  Fifth Third Bank
  Liberty Township, OH
• 10/2021 → Present
  Fifth Third Securities
  Liberty Township, OH

Other Businesses

Daily Sportfish - online presence - sportfishing and yachting online content -owner - 40 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2022-05-13

Other Names

• Zachary Michael Mcdonald