Alan
Pacholski

Fifth Third Securities, Inc

CRD#7297728
Investment Advisor
in Jeffersonville, IN

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About this Advisor

Alan Pacholski is a financial advisor based in Jeffersonville, Indiana, working with Fifth Third Securities, Inc. Alan has previously held positions at Fifth Third Bank, First Westroads Bank, Monolithic Brewing, Td Ameritrade, North Shore Tavern, First National Bank Of Omaha, Brazen Head Irish Pub, and Fifth Third Securities. Alan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Alan is part of Fifth Third Securities, Inc, which operates out of Jeffersonville, Indiana. 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 63, Series 66

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

2932 E. 10Th Street
Jeffersonville, IN 47130

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

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

1,228

IN Average: 34
Total Number of Accounts

40,143

IN Average: 1,972
Average Account Size

$198,861

IN 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

Alan Pacholski Work History

2023 - Present (1 year)

Fifth Third Bank

2023 - Present (1 year)

Fifth Third Securities

2021 - 2023 (2 years)

First Westroads Bank

2020 - 2023 (3 years)

Monolithic Brewing

2020 - 2021 (1 year)

Td Ameritrade

2020 - 2020 (< 1 year)

North Shore Tavern

2014 - 2020 (6 years)

First National Bank Of Omaha

2012 - 2015 (3 years)

Brazen Head Irish Pub

Disclosures

Please visit the SEC profile of Alan Pacholski 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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