Unclaimed Profile

Eric Benjamin Housman

FIFTH THIRD WEALTH ADVISORS LLC·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record24 years registeredFIFTH THIRD WEALTH ADVISORS LLC

38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263CRD# 2328040Firm CRD# 313015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Benjamin Housman · CINCINNATI, OH

Registration

CRD #2328040 · FIFTH THIRD WEALTH ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

FIFTH THIRD WEALTH ADVISORS LLC

Aug 2021 – present

FIFTH THIRD WEALTH ADVISORS LLC

Apr 2021 – May 2021

Charlotte, NC

FIFTH THIRD SECURITIES, INC.

Sep 2010 – Feb 2021

CHARLOTTE, NC

BB&T INVESTMENT SERVICES, INC.

Jan 2009 – Apr 2010

CHARLOTTE, NC

BB&T INVESTMENT SERVICES, INC.

Jun 2002 – Dec 2008

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 14, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIFTH THIRD WEALTH ADVISORS LLC

CRD 313015 · SEC 801-122096

AUM

$572M

Regulatory assets under management

Employees

389 client accounts

Services offered by FIFTH THIRD WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIFTH THIRD WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Eric Benjamin Housman offer?

Eric Benjamin Housman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Eric Benjamin Housman's credentials?

Eric Benjamin Housman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Benjamin Housman located?

Eric Benjamin Housman is based in CINCINNATI, Ohio, working with FIFTH THIRD WEALTH ADVISORS LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Eric Benjamin Housman charge for services?

Eric Benjamin Housman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIFTH THIRD WEALTH ADVISORS LLC?

FIFTH THIRD WEALTH ADVISORS LLC has approximately 47 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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