Caleb
Casto

Fifth Third Securities, Inc

CRD#6935244
Investment Advisor
in Charleston, WV

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About this Advisor

Caleb Casto is a financial advisor operating in Charleston, West Virginia with a total of 1 year of relevant experience. Casto is an employee of Fifth Third Securities, Inc. During their career, the advisor has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Casto Cattle Farms, Casto Lawn Care, Math Tutor, Uber, Student, Northwestern Mutual, West Liberty University, West Virginia University, Ripley High School, Fifth Third Bank and Fifth Third Securities. Casto maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in West Virginia. Fifth Third Securities, Inc is a registered investment business operating out of Cincinnati, OH. The investment advisory business has offices in 1,117 locations and a total of 1,205 people on staff. It controls $7 billion in assets among its 41,519 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 41,519 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides a broad range 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 advisory fees vary depending on which service is provided. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

4515 Maccorkle Ave
Charleston, WV 25304

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

WV Average: 34
Total Number of Accounts

41,519

WV Average: 1,972
Average Account Size

$176,089

WV 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

Caleb Casto Work History

Caleb has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fifth Third Bank

2022 - Present (2 years)

Fifth Third Securities

2018 - Present (6 years)

Northwestern Mutual Life Insurance Company

2018 - Present (6 years)

Northwestern Mutual Investment Services LLC

2018 - 2022 (4 years)

Northwestern Mutual

2017 - 2017 (< 1 year)

Math Tutor

2017 - 2018 (1 year)

Uber

2015 - 2018 (3 years)

West Virginia University

2013 - 2015 (2 years)

West Liberty University

2012 - 2013 (1 year)

Ripley High School

2010 - 2018 (8 years)

Casto Cattle Farms

2010 - 2016 (6 years)

Casto Lawn Care

2008 - 2013 (5 years)

Student

*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 Caleb Casto 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
Jarrett Mehalik
Mentor, OH
Val Janschutz
Jacksonville, FL
Jacob Sommerkamp
West Chester, OH
Terri Landis
Columbus, OH
Paul Wagner
Cape Coral, 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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