Stacey
Crosby

Fifth Third Securities, Inc

CRD#4445599
Investment Advisor
in Plainwell, MI

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About this Advisor

Stacey Crosby is a financial advisor working out of Plainwell, Michigan, with a total of 19 years of professional experience. Crosby is an employee of Fifth Third Securities, Inc. Throughout their career, Crosby has worked at Prim. Fncl. Svces, Pfs Investments Inc, Fifth Third Bank and Fifth Third Securities. Crosby maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Fifth Third Securities, Inc is a business headquartered in Plainwell, Michigan. The company has offices in 1,436 locations and a total of 1,563 advisors. It manages $2 billion in total assets among its 7,070 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 7,070 accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs 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 fee schedules usually depend on the services. However, fees charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

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

Disclosures

No

Office Location

1282 E M-89
Plainwell, MI 49080

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,542,520,538

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

1,563

MI Average: 34
Total Number of Accounts

7,070

MI Average: 1,972
Average Account Size

$218,178

MI Average: $1,068,125

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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

Stacey Crosby Work History

Stacey has 19 years of experience.

2014 - Present (7 years)

Fifth Third Securities

2011 - Present (10 years)

Fifth Third Bank

2001 - 2011 (10 years)

Prim. Fncl. Svces

2001 - 2011 (10 years)

Pfs Investments Inc

Disclosures

Stacey Crosby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fifth Third Securities, Inc

David Tustison
Waukegan, IL
Gregory Zelski
Grand Rapids, MI
Hector Cruz
Estero, FL
Johanna Imhof
Naples, FL
Gregg Eicholtz
Portage, MI
Adam Tyler
Saint Johns, MI
Kyle Kinzig
Lexington, KY
Timothy Goodman
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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