Nicholas
Grimm

Fifth Third Securities, Inc

CRD#5064207
Investment Advisor
in Troy, OH

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About this Advisor

Nicholas Grimm is a financial advisor based in Troy, Ohio, working with Fifth Third Securities, Inc. Nicholas has previously held positions at Ameriprise Financial Services, Inc, Miami University, Meijer, Miami University - Housing, Dining, And Guest Svcs, Fifth Third Bank, and Fifth Third Securities. Nicholas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Nicholas is part of Fifth Third Securities, Inc, which operates out of Troy, 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

825 W. Market St.
Troy, OH 45373

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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

Nicholas Grimm Work History

2023 - Present (1 year)

Fifth Third Securities

2018 - Present (6 years)

Fifth Third Bank

2005 - Present (19 years)

Ameriprise Financial Services, Inc

2004 - Present (20 years)

Miami University - Housing, Dining, And Guest Svcs

2001 - Present (23 years)

Miami University

2002 - 2016 (14 years)

Meijer

Disclosures

Please visit the SEC profile of Nicholas Grimm 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
Stephanie Russell
Saint Petersburg, FL
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Craig Brown
West Palm Beach, FL
Eric Warren
Lexington, KY
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

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