Michael
Holland

Fifth Third Securities, Inc

CRD#2690126
Investment Advisor
in Charlotte, NC
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About this Advisor

Michael Holland is a certified financial planner and chartered financial analyst located in Charlotte, North Carolina. Currently a registered investment advisor with Fifth Third Securities, Inc, they have gathered 15 years of practice in the financial advisory industry. Holland maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Holland is able to work with investors in North Carolina and South Carolina. Their career trajectory has included roles at Wachovia Securities, LLC, Merrill Lynch, Bank Of America, Na and Fifth Third Securities. Fifth Third Securities, Inc is located in Charlotte, North Carolina, and has 1,187 locations throughout the country. Overall, Fifth Third Securities, Inc oversees $1 billion in assets throughout 5,270 accounts and retains more than 1,333 people. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fifth Third Securities, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

15 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

201 N. Tryon Street
Charlotte, NC 28202

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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

Michael Holland Work History

Michael has 15 years of experience.

2011 - Present (8 years)

Fifth Third Securities

2009 - 2011 (2 years)

Merrill Lynch

2009 - 2011 (2 years)

Bank Of America,Na

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Michael Holland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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