Rolando
Fernandez

Fifth Third Securities, Inc

CRD#5138773
Investment Advisor
in Matthews, NC

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About this Advisor

Rolando Fernandez is a financial advisor based in Matthews, North Carolina, working with Fifth Third Securities, Inc. Rolando has previously held positions at The Vanguard Group, Inc, Fidelity Investments, Pnc Investments, Pnc Bank, Rbc Capital Markets, LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Fifth Third Bank, and Fifth Third Securities. Rolando has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Rolando is part of Fifth Third Securities, Inc, which operates out of Matthews, North Carolina. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

1818 Matthews Township Pkwy
Matthews, NC 28105

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

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

1,228

NC Average: 34
Total Number of Accounts

40,143

NC Average: 1,972
Average Account Size

$198,861

NC 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

Rolando Fernandez Work History

2022 - Present (2 years)

Fifth Third Bank

2022 - Present (2 years)

Fifth Third Securities

2019 - 2021 (2 years)

Wells Fargo Bank, Na

2019 - 2022 (3 years)

Wells Fargo Clearing Services, LLC

2017 - 2019 (2 years)

Rbc Capital Markets, LLC

2016 - 2017 (1 year)

Pnc Investments

2016 - 2017 (1 year)

Pnc Bank

2015 - 2016 (1 year)

Fidelity Investments

2006 - 2014 (8 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Rolando Fernandez 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

Kerr-Ann Dempster
Denver, NC
Juana Garcia
Naples, FL
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Tracy White
New Lenox, IL
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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