Megan
Raleigh

Fifth Third Securities, Inc

CRD#4131026
Investment Advisor
in Cleveland, OH

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About this Advisor

Megan Raleigh is a financial advisor who works in Cleveland, Ohio with a total of 16 years of relevant experience. Raleigh is currently employed by Fifth Third Securities, Inc. They have been with Fifth Third Securities, Inc for their whole career. Raleigh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Ohio. Fifth Third Securities, Inc is a firm operating out of Cincinnati, OH. The investment advisory business has offices in 1,117 locations and a total of 1,205 financial advisors. It handles $7 billion in assets under management between its 41,519 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 41,519 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The company provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice largely depend on which service is offered. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

16 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

600 Superior Avenue East
Cleveland, OH 44114

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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

Megan Raleigh Work History

Megan has been registered as a financial advisor for 16 years.*

2003 - Present (21 years)

Fifth Third Securities

*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 Megan Raleigh 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

Alisha Merkel
Cincinnati, OH
Rafael Plasencia
Marco Island, FL
Emily Bellamy
Lexington, KY
Hanna Haison
Columbus, OH
Nicholas Bradley
Springfield, OH
Adriel Irizarry
Orlando, FL
Jonathan Dinsmore
Cincinnati, OH
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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