Keith
Philippi

Fifth Third Securities, Inc

CRD#5385325
Investment Advisor
in Naples, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

Disclosures

No

Office Location

95 Price Street
Naples, FL 34113

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,542,520,538

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

1,563

FL Average: 34
Total Number of Accounts

7,070

FL Average: 1,972
Average Account Size

$218,178

FL Average: $1,068,125

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started