Fifth Third Securities, Inc

Investment Advisor
in Naples, FL

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About this Advisor

Keith Philippi is a certified financial planner located in Naples, Florida. Currently a registered investment advisor with Fifth Third Securities, Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Philippi maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities broker. Philippi is registered to advise clients based out of Florida and Texas. During their career, the advisor has held roles at Fifth Third and Fifth Third Securities. Fifth Third Securities, Inc is headquartered in Naples, Florida, and operates out of 1,436 brick-and-mortar locations across the nation. Overall, Fifth Third Securities, Inc oversees $2 billion in assets across 7,070 accounts and employs more than 1,563 people. The firm's total assets under management places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Fifth Third Securities, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations


Years of Experience

10 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



Office Location

95 Price Street
Naples, FL 34113

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management


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


FL Average: 34
Total Number of Accounts


FL Average: 1,972
Average Account Size


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

Keith Philippi Work History

Keith has 10 years of experience.

2010 - Present (12 years)

Fifth Third

2010 - Present (12 years)

Fifth Third Securities


Keith Philippi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fifth Third Securities, Inc

David Tustison
Waukegan, IL
John O'Brien
Indianapolis, IN
Shaun Smith
Grand Rapids, MI
Ann Wilson
Dayton, OH
Mary Blankenship
Louisville, KY
Jackie Meyer
Fort Wayne, IN
Nicholas Niehaus
Newport, KY
Cheryl Gill
Toledo, OH

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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