Unclaimed Profile

Robert Presley Banks

FIFTH THIRD WEALTH ADVISORS LLC·CINCINNATI, Ohio

FIFTH THIRD WEALTH ADVISORS LLC

38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263CRD# 5443999Firm CRD# 313015

Profile Verification

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

Identity

Robert Presley Banks · CINCINNATI, OH

Registration

CRD #5443999 · FIFTH THIRD WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Robert Presley Banks is a registered financial advisor based in CINCINNATI, Ohio, affiliated with FIFTH THIRD WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIFTH THIRD WEALTH ADVISORS LLC

AUM

$572M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIFTH THIRD WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5443999

Firm CRD# 313015

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Presley Banks offer?

Robert Presley Banks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Robert Presley Banks's credentials?

Robert Presley Banks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Presley Banks located?

Robert Presley Banks 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 Robert Presley Banks charge for services?

Robert Presley Banks'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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