Martin
Bernal

Fifth Third Securities, Inc

CRD#6580052
Investment Advisor
in Fort Myers, FL

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About this Advisor

Martin Bernal is a financial advisor based in Fort Myers, Florida, working with Fifth Third Securities, Inc. Martin has previously held positions at Fifth Third Bank and Fifth Third Securities. Martin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Martin is part of Fifth Third Securities, Inc, which operates out of Fort Myers, 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 65, Series 63

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

15221 Tamiami Trail S.
Fort Myers, FL 33908

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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

Martin Bernal Work History

2015 - Present (9 years)

Fifth Third Securities

2012 - Present (12 years)

Fifth Third Bank

Disclosures

Please visit the SEC profile of Martin Bernal 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
Juana Garcia
Naples, FL
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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