Craig
Brown

Fifth Third Securities, Inc

CRD#4808310
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Craig Brown is a financial advisor based in West Palm Beach, Florida, working with Fifth Third Securities, Inc. Craig has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Fifth Third Bank, and Fifth Third Securities. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Craig is part of Fifth Third Securities, Inc, which operates out of West Palm Beach, Florida. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

Office Location

515 N. Flagler Drive Suite 100
West Palm Beach, FL 33401

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

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

1,228

FL Average: 34
Total Number of Accounts

40,143

FL Average: 1,972
Average Account Size

$198,861

FL Average: $1,068,125

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

Craig Brown Work History

2024 - Present (0 year)

Fifth Third Bank

2024 - Present (0 year)

Fifth Third Securities

2021 - Present (3 years)

J.P. Morgan Securities LLC

2021 - Present (3 years)

J.P. Morgan Securities LLC

2018 - 2021 (3 years)

Jpmorgan Chase Bank, N.A

2018 - 2021 (3 years)

J.P. Morgan Securities LLC

2018 - 2021 (3 years)

J.P. Morgan Securities LLC

2018 - 2021 (3 years)

Jpmorgan Chase Bank, N.A

2014 - 2018 (4 years)

Wells Fargo Bank, Na

2014 - 2018 (4 years)

Wells Fargo Clearing Services, LLC

2014 - 2018 (4 years)

Wells Fargo Bank, Na

2014 - 2018 (4 years)

Wells Fargo Clearing Services, LLC

Disclosures

Please visit the SEC profile of Craig Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fifth Third Securities, Inc

Kerr-Ann Dempster
Denver, NC
Pamela Strick
Elyria, OH
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Tracy White
New Lenox, IL
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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