George
Rassi

Fifth Third Securities, Inc

CRD#5951272
Investment Advisor
in Dayton, OH

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About this Advisor

George Rassi is a financial advisor who works in Dayton, Ohio, with a total of 7 years of industry experience. Rassi is on the advisory team at Fifth Third Securities, Inc. The advisor has gained experience at Fifth Third Securities and Fifth Third Bank. Rassi holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Fifth Third Securities, Inc is a registered investment business that has its headquarters in Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 people on staff. It oversees $7 billion in total assets across its 41,519 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 41,519 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a diverse array 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 fees largely vary depending on the financial services. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Office Location

6301 Wilmington Pike
Dayton, OH 45459

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

OH Average: 34
Total Number of Accounts

41,519

OH Average: 1,972
Average Account Size

$176,089

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

George Rassi Work History

George has been registered as a financial advisor for 7 years.*

2011 - Present (13 years)

Fifth Third Securities

2010 - Present (14 years)

Fifth Third Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Rassi 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

Michael King
Cincinnati, OH
John Flanagan
Largo, FL
Patrick Harrington
Vermilion, OH
Thomas Matug
Joliet, IL
Emily Bellamy
Lexington, KY
Hanna Haison
Columbus, OH
Val Janschutz
Jacksonville, FL
Robert Allen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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