Brett
Warrick

Fifth Third Securities, Inc

CRD#7304774
Investment Advisor
in Newark, OH

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About this Advisor

Brett Warrick is a financial advisor based in Newark, Ohio, working with Fifth Third Securities, Inc. Brett has previously held positions at Bankers Life Securities, Bankers Life And Casualty, Franklin County Metro Parks, Preservation Parks Of Delaware County, The Ohio State University, Ohio Department Of Natural Resources, The Huntington Investment Company, The Huntington National Bank, Fifth Third Bank, and Fifth Third Securities. Brett has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Brett is part of Fifth Third Securities, Inc, which operates out of Newark, Ohio. 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 65, Series 63

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

1235 North 21St Street
Newark, OH 43055

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

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

1,228

OH Average: 34
Total Number of Accounts

40,143

OH Average: 1,972
Average Account Size

$198,861

OH 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

Brett Warrick Work History

2023 - Present (1 year)

Fifth Third Bank

2023 - Present (1 year)

Fifth Third Securities

2021 - 2023 (2 years)

The Huntington Investment Company

2021 - 2023 (2 years)

The Huntington National Bank

2020 - 2021 (1 year)

Bankers Life Securities

2019 - 2021 (2 years)

Bankers Life And Casualty

2018 - 2019 (1 year)

Franklin County Metro Parks

2018 - 2018 (< 1 year)

Preservation Parks Of Delaware County

2017 - 2018 (1 year)

The Ohio State University

2017 - 2017 (< 1 year)

Ohio Department Of Natural Resources

2012 - 2017 (5 years)

The Ohio State University

Disclosures

Please visit the SEC profile of Brett Warrick 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
Romelda Giles
Fairfield, OH
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Craig Brown
West Palm Beach, FL
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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