Lea
Levines

Fifth Third Wealth Advisors LLC

CRD#4360987
Investment Advisor
in Cincinnati, OH

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About this Advisor

Lea Levines is a financial advisor based in Cincinnati, Ohio, working with Fifth Third Wealth Advisors LLC. Lea has previously held positions at Mbsc Securities Corporation, Fifth Third Wealth Advisors LLC, and Bny Mellon. Lea has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Maine, Ohio, and Texas. Currently, Lea is part of Fifth Third Wealth Advisors LLC, which operates out of Cincinnati, Ohio. The firm has 9 offices and 47 employees. The firm manages assets totaling $571.7 million 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, and selection of other advisers. The fee structure at Fifth Third Wealth Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

38 Fountain Square Plaza
Cincinnati, OH 45263

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Fifth Third Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$571,665,625

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

47

OH Average: 34
Total Number of Accounts

389

OH Average: 1,972
Average Account Size

$1,469,577

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

Lea Levines Work History

2024 - Present (0 year)

Fifth Third Wealth Advisors LLC

2008 - Present (16 years)

Bny Mellon

2008 - 2015 (7 years)

Mbsc Securities Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lea Levines 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 Wealth Advisors LLC

Tucker Veenis
Pittsburgh, PA
Carolyn Balzano
Cincinnati, OH
Luis Fernandes
Putnam Valley, NY
Samuel Thomas
Atlanta, GA
Kari Baer
Tampa, FL
Mary Robbins
Cincinnati, OH
Heather Borelli
Naples, FL
Justin Bensema
Pittsburgh, PA

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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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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