Susan
Claywell
Fifth Third Securities, Inc
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About this Advisor
Susan Claywell is a financial advisor who works out of Merrillville, Indiana who has 1 year of relevant experience. Claywell currently works for Fifth Third Securities, Inc. The advisor has gained experience at E*Trade Financial Corp, Harrisdirect LLC, E*Trade Securities LLC, Fidelity Brokerage Services LLC, Strategic Advisers, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Fifth Third Bank and Fifth Third Securities. Claywell maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Indiana. Fifth Third Securities, Inc is a company that has its headquarters in Cincinnati, OH. The firm has offices in 1,117 locations and a total of 1,205 advisors. It handles $7 billion in assets between its 41,519 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 41,519 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a broad range 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 the type of financial services offered. However, fees charged by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
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
Susan Claywell Work History
Susan has been registered as a financial advisor for 1 years.*
Fifth Third Bank
Fifth Third Securities
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Brokerage Services LLC
Strategic Advisers, Inc
E*Trade Financial Corp
Harrisdirect LLC
E*Trade Securities LLC
*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 Susan Claywell 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
Lexington, KY
Louisville, KY
Vermilion, OH
West Chester, OH
Columbus, OH
Mentor, OH
Cincinnati, OH
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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