Steven
Hart

Fifth Third Securities, Inc

CRD#5927063
Investment Advisor
in Largo, FL

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About this Advisor

Steven Hart is a financial advisor based in Largo, Florida, working with Fifth Third Securities, Inc. Steven has previously held positions at E*Trade Capital Management, LLC, E*Trade Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Personal Capital, Fisher Investments, Next Financial Group, Inc, Fifth Third Bank, Next Financial Group, and Fifth Third Securities. Steven has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Steven is part of Fifth Third Securities, Inc, which operates out of Largo, 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 66, 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

12360 Indian Rocks Road
Largo, FL 33774

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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

Steven Hart Work History

2024 - Present (0 year)

Fifth Third Bank

2024 - Present (0 year)

Fifth Third Securities

2023 - Present (1 year)

Next Financial Group, Inc

2023 - Present (1 year)

Next Financial Group

2020 - 2023 (3 years)

Fisher Investments

2020 - 2023 (3 years)

Fisher Investments

2019 - 2020 (1 year)

Personal Capital

2019 - 2020 (1 year)

Personal Capital

2015 - 2019 (4 years)

Charles Schwab & Co., Inc

2015 - 2019 (4 years)

Charles Schwab Bank

2015 - 2019 (4 years)

Charles Schwab & Co., Inc

2014 - 2015 (1 year)

E*Trade Capital Management, LLC

2014 - 2015 (1 year)

E*Trade Securities LLC

2014 - 2015 (1 year)

E*Trade Securities LLC

Disclosures

Please visit the SEC profile of Steven Hart 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
Romelda Giles
Fairfield, OH
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Craig Brown
West Palm Beach, FL
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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