Matthew
Barnett

Fifth Third Securities, Inc

CRD#6242509
Investment Advisor
in Tampa, FL

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About this Advisor

Matthew Barnett is a financial advisor operating out of Tampa, Florida, with 1 year of industry experience. Barnett works at Fifth Third Securities, Inc. Throughout their career, they have worked at Wells Fargo Advisors, Ll, Wells Fargo Bank Na, Ameriprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fifth Third Bank and Fifth Third Securities. Barnett has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Fifth Third Securities, Inc is a registered investment firm based out of Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 people on staff. It manages $7 billion in assets under management among its 41,519 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 41,519 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. The company has a wide array 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. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

201 East Kennedy Blvd., Ste. 1800
Tampa, FL 33602

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

FL Average: 34
Total Number of Accounts

41,519

FL Average: 1,972
Average Account Size

$176,089

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

Matthew Barnett Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fifth Third Bank

2022 - Present (2 years)

Fifth Third Securities

2017 - 2022 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2022 (5 years)

Bank Of America, N.A

2016 - 2017 (1 year)

Ameriprise Financial Services, Inc

2013 - 2016 (3 years)

Wells Fargo Bank Na

2012 - 2016 (4 years)

Wells Fargo Advisors, Ll

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Barnett 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

Paul Wagner
Cape Coral, FL
John Flanagan
Largo, FL
Michael King
Cincinnati, OH
Emily Bellamy
Lexington, KY
Val Janschutz
Jacksonville, FL
Louis Feinberg
Louisville, KY
Jacob Sommerkamp
West Chester, OH
Robert Allen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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