Marc
Zeller

Fifth Third Securities, Inc

CRD#3021344
Investment Advisor
in Charlotte, NC
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About this Advisor

Marc Zeller is a certified financial planner operating in Charlotte, North Carolina, who has been in the industry for 20 years. Zeller is an advisor for Fifth Third Securities, Inc. Over the course of their career, they have held roles at First Investors Corporation and Fifth Third Securities. Zeller has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in North Carolina and Texas. Fifth Third Securities, Inc is a company that has its headquarters in Charlotte, North Carolina. The company has offices in 1,187 locations and a total of 1,333 employees. It oversees $1 billion in assets under management among its 5,270 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 5,270 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Fifth Third Securities, Inc 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. A financial advisor's fee schedules usually vary depending on the services provided. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

20 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

7530 Pineville Matthews Rd
Charlotte, NC 28226

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,122,917,134

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

1,414

NC Average: 34
Total Number of Accounts

6,165

NC Average: 1,972
Average Account Size

$182,144

NC 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

Marc Zeller Work History

Marc has 20 years of experience.

2009 - Present (10 years)

Fifth Third Securities

1998 - 2009 (11 years)

First Investors Corporation

Disclosures

Marc Zeller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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