Samuel
Long

Fifth Third Securities, Inc

CRD#2908033
Investment Advisor
in Niles, IL

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About this Advisor

Samuel Long is a financial advisor who works in Niles, Illinois. Long is an advisor for Fifth Third Securities, Inc. During their career, Long has held roles at Srl Financial, LLC, Comforcare Senior Services, Mslo Trading Group, LLC, Hoopis Group. LLC, Allstate Insurance Co, Fifth Third Bank and Fifth Third Securities. Long holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Illinois. Fifth Third Securities, Inc is a registered investment business that has its headquarters in Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 people on staff. It oversees $7 billion in total assets across its 41,519 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 41,519 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. Fifth Third Securities, Inc provides a number 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. Fees charged by financial advisors usually depend on the services offered. However, fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 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

7100 West Oakton
Niles, IL 60714

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

IL Average: 34
Total Number of Accounts

41,519

IL Average: 1,972
Average Account Size

$176,089

IL 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

Samuel Long Work History

Samuel has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Fifth Third Bank

2022 - Present (2 years)

Fifth Third Securities

2019 - 2022 (3 years)

Allstate Insurance Co

2018 - 2018 (< 1 year)

Srl Financial, LLC

2018 - 2019 (1 year)

Hoopis Group. LLC

2016 - 2017 (1 year)

Mslo Trading Group, LLC

2013 - 2016 (3 years)

Comforcare Senior Services

*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 Samuel Long 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

Jacob Sommerkamp
West Chester, OH
Alisha Merkel
Cincinnati, OH
Cynthia Walters
Evergreen Park, IL
Val Janschutz
Jacksonville, FL
Thomas Matug
Joliet, IL
Emily Bellamy
Lexington, KY
Jonathan Dinsmore
Cincinnati, 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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