Bryan
Mcclatchie

Fifth Third Securities, Inc

CRD#7618045
Investment Advisor
in Union, KY

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About this Advisor

Bryan Mcclatchie is a financial advisor working out of Union, Kentucky. Mcclatchie is an advisor for Fifth Third Securities, Inc. The advisor has gained experience at Fifth Third Bank, Us Army and Fifth Third Securities. Mcclatchie has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky. Fifth Third Securities, Inc is an advisory company headquartered in Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 employees. It administers $7 billion in total assets between its 41,519 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 41,519 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm provides a wide range 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. Fees charged by financial advisors typically depend on the type of financial services provided. Fees charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

9001 Us Hwy 42
Union, KY 41091

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

KY Average: 34
Total Number of Accounts

41,519

KY Average: 1,972
Average Account Size

$176,089

KY 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

Bryan Mcclatchie Work History

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

2022 - Present (2 years)

Fifth Third Securities

2021 - Present (3 years)

Fifth Third Bank

2020 - 2021 (1 year)

Fifth Third Bank

2018 - 2020 (2 years)

Us Army

2017 - 2018 (1 year)

Us Army

2014 - 2017 (3 years)

Us Army

2012 - 2014 (2 years)

Us Army

*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 Bryan Mcclatchie 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
Michael King
Cincinnati, OH
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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