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Fredi Yu Hing Ng

Advisor at FIFTH THIRD SECURITIES, Inc. — Akron, OH W. Market Street

Updated today

Credentials

Series 66

Experience

24 years

Location

Akron, OH 44303

FIFTH THIRD SECURITIES, Inc. logo

FIFTH THIRD SECURITIES, Inc.

Enterprise

Total advisors

1,011

Across 559 offices

Clients per advisor

46 Low

Avg AUM per client

$230,450 Low

HNW client ratio

4% Low

About

Fredi Ng is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

See office

Akron, OH W. Market Street

656 W. Market Street

Akron OH 44303

Advisors at this office

1

Most active in

Ohio

Work history

24 years of industry experience

Fifth Third Securities

2002 - Present • 24 years

Cleveland, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alec D

CFP®, Series 65

Akron, OH

Sand Run Wealth Management

Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

General retirement planning Tax-loss harvesting Wealth management Retirement withdrawal strategies Executive Founder/Business Owner Retired
user avatar

Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Peter Laakso is a financial advisor with Priority Investment Management LLC in Akron, OH. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Meridian Capital Management Group, Inc. from 2014 to 2024 and prior self-employment from 2010 to 2016. Priority Investment Management LLC provides discretionary asset management services to individuals, including high-net-worth clients, and business entities. The firm offers customized investment programs using a mix of fundamental, technical, charting, and cyclical analysis, with an emphasis on managing accounts separately and allowing clients to vote their own proxies.

Active portfolio management
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Larry K

Series 63, Series 66

Stow, OH

Gateway Wealth, Inc.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

General tax planning General estate planning guidance
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George D

Akron, OH

Peter Dag & Associates, Inc.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

Active portfolio management
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Michael A

CFP®, Series 66

Uniontown, OH

Andrews Wealth Management, LLC

Michael Andrews is a CFP® and Series 66 accredited financial advisor with 25 years of industry experience. He has been the president of Andrews Advisors Inc., a tax, accounting, and wealth management firm, since 1999 and has led Andrews Wealth Management, LLC since 2010. Outside of his advisory work, Andrews serves as the head coach for a Little League travel baseball team in Wadsworth, Ohio. Andrews Wealth Management is a fee-only advisory firm serving individuals, families, and trusts, typically with net worth above $500,000. The firm combines fundamental and technical analysis to create customized investment policy statements and monitors portfolios regularly, tailoring strategies to clients’ goals and risk tolerance.

Options & derivatives strategies

Ryan B

CFP®

Green, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Gen X (Born 1965-1980)
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