David
Stitt

Fifth Third Securities, Inc

CRD#2204447
Investment Advisor
in West Lafayette, IN

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About this Advisor

David Stitt is a financial advisor working out of West Lafayette, Indiana who has 1 year of relevant experience. Stitt is an employee of Fifth Third Securities, Inc. The advisor has gained experience at Jhs Capital Advisors, LLC, Ameriprise Financial Services Inc, Washington Asset Management, Washington State Liquor Control Board, Heritage Wealth Advisors, Angie'S List, Axa Advisors, LLC, Argi Investment Services, LLC, Fifth Third Bank, Fifth Third Securities, Park Avenue Securities and Guardian Life Insurance Company. Stitt maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Fifth Third Securities, Inc is a financial advisory business operating out of Cincinnati, OH. It has offices in 1,117 locations and a total of 1,205 advisors. It oversees $7 billion in assets under management between its 41,519 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 41,519 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees usually vary depending on the type of financial services. 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

500 Sagamore Parkway West
West Lafayette, IN 47906

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

IN Average: 34
Total Number of Accounts

41,519

IN Average: 1,972
Average Account Size

$176,089

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

David Stitt Work History

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

2022 - Present (2 years)

Fifth Third Bank

2022 - Present (2 years)

Fifth Third Securities

2021 - 2022 (1 year)

Argi Investment Services, LLC

2017 - 2017 (< 1 year)

Axa Advisors, LLC

2017 - 2020 (3 years)

Park Avenue Securities

2017 - 2020 (3 years)

Guardian Life Insurance Company

2016 - 2017 (1 year)

Angie'S List

2015 - 2015 (< 1 year)

Ameriprise Financial Services Inc

2015 - 2015 (< 1 year)

Heritage Wealth Advisors

2012 - 2015 (3 years)

Jhs Capital Advisors, LLC

2008 - 2015 (7 years)

Washington State Liquor Control Board

2004 - 2015 (11 years)

Washington Asset Management

*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 David Stitt 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

Patrick Harrington
Vermilion, OH
Paul Wagner
Cape Coral, FL
Cynthia Walters
Evergreen Park, IL
Val Janschutz
Jacksonville, FL
Jacob Sommerkamp
West Chester, OH
Thomas Matug
Joliet, IL
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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