Alexander
Gourlay

Fifth Third Securities, Inc

CRD#3041186
Investment Advisor
in Orlando, FL
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About this Advisor

Alexander Gourlay is a certified financial planner operating in Orlando, Florida, with a total of 11 years in the industry. Gourlay is on the advisory team at Fifth Third Securities, Inc. During their career, Gourlay has held roles at Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Fifth Third Bank and Fifth Third Securities. Gourlay holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Fifth Third Securities, Inc is an advisory company that has its headquarters in Orlando, Florida. The company has offices in 1,187 locations and a total of 1,333 financial advisors. It administers $1 billion in assets among its 5,270 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises nine charities and foundations. Of its 5,270 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is offered. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

200 E. Robinson St., Ste. 900
Orlando, FL 32801

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,122,917,134

FL Average: $2,106,341,625
Total Number of Employees

1,414

FL Average: 34
Total Number of Accounts

6,165

FL Average: 1,972
Average Account Size

$182,144

FL Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Alexander Gourlay Work History

Alexander has 11 years of experience.

2012 - Present (7 years)

Fifth Third Bank

2012 - Present (7 years)

Fifth Third Securities

2011 - 2012 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2011 (4 years)

Wachovia Securities, LLC

Disclosures

Alexander Gourlay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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