Best Investors Account Sign in
Inactive

Brandon James Sharp

Fifth Third Wealth Advisors LLC

Sewickley, PA

CRD 7845090

Claim This Profile
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
PA RA APPROVED 2024-02-01
TX RA APPROVED 2024-02-01
  • PA RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2024-02-01

Branch Locations

1603 Carmody Court, Sewickley, PA 15143 • 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 Wealth Advisors Llc Pittsburgh PA 12/2023 Present
Bank Of New York Mellon, N.A. Pittsburgh PA 09/2015 12/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

More in Sewickley, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor