Unclaimed Profile

Keith Gregary Watson

FIFTH THIRD WEALTH ADVISORS LLC·CINCINNATI, Ohio

SIE, Series 7, Series 7TO, Series 24, Series 63Clean record22 years registeredFIFTH THIRD WEALTH ADVISORS LLC

38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263CRD# 4184001Firm CRD# 313015

Profile Verification

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

Identity

Keith Gregary Watson · CINCINNATI, OH

Registration

CRD #4184001 · FIFTH THIRD WEALTH ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

FIFTH THIRD WEALTH ADVISORS LLC

Sep 2021 – present

FIFTH THIRD SECURITIES, INC.

Oct 2015 – Jul 2021

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Oct 2005 – Apr 2014

ATLANTA, GA

SECURIAN FINANCIAL SERVICES, INC.

May 2004 – Sep 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Registration record

First registered · May 11, 2004

Years registered · 22

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 Keith Gregary Watson offer?

Keith Gregary Watson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Keith Gregary Watson's credentials?

Keith Gregary Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Gregary Watson located?

Keith Gregary Watson 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 Keith Gregary Watson charge for services?

Keith Gregary Watson'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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