Michael
Patzer

Fifth Third Securities, Inc

CRD#3018029
Investment Advisor
in Columbus, OH

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About this Advisor

Michael Patzer is a financial advisor operating out of Columbus, Ohio who has 9 years of relevant experience. Patzer works at Fifth Third Securities, Inc. During their career, the advisor has held roles at The Huntington Investment Company, Gc Eagle Home Inspections and Fifth Third Securities. Patzer holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Fifth Third Securities, Inc is a financial advisory business based in Cincinnati, OH. It has offices in 1,117 locations and a total of 1,205 financial advisors. It administers $7 billion in assets across its 41,519 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 41,519 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a number 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. Financial management fees largely vary depending on which services are offered. Fees charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

4080 North High St
Columbus, OH 43214

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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

Michael Patzer Work History

Michael has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Fifth Third Securities

2005 - 2014 (9 years)

The Huntington Investment Company

2003 - 2013 (10 years)

Gc Eagle Home Inspections

*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 Michael Patzer 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

Emily Bellamy
Lexington, KY
John Flanagan
Largo, FL
Jacob Sommerkamp
West Chester, OH
Michael King
Cincinnati, OH
Terri Landis
Columbus, OH
Jarrett Mehalik
Mentor, OH
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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