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Robin Renee Romine Steinway

Advisor at FIFTH THIRD SECURITIES, Inc. — Trafalgar, IN

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Trafalgar, IN

FIFTH THIRD SECURITIES, Inc. logo

FIFTH THIRD SECURITIES, Inc.

Enterprise

Total advisors

1,015

Across 559 offices

Clients per advisor

46 Low

Avg AUM per client

$230,450 Low

HNW client ratio

4% Low

About

Robin Romine Steinway is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. Outside of her advisory role, she is a member of Steinway Properties LLC, where she dedicates a small amount of time answering questions. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and incorporates 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

Trafalgar, IN

Trafalgar IN

Advisors at this office

1

Most active in

Indiana

Work history

24 years of industry experience

Fifth Third Securities

2004 - Present • 22 years

Camby, IN

FIFTH THIRD BANK

2004 - Present • 22 years

Camby, IN

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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Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
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John M

Series 65

Franklin, IN

Wealth Team LLC

John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with five years of industry experience. He has been involved with multiple businesses, including managing Star Solutions LLC, which focuses on software development and services, and Wealth Solutions, LLC, which produces books and educational materials. Additionally, he is licensed as an insurance agent and operates Life Benefits, LLC, an insurance agency. Wealth Team LLC is an independent advisory firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm develops customized investment programs based on clients' goals and risk tolerances, using fundamental, technical, and cyclical analysis, and offers planning on an hourly or fixed-fee basis.

Options & derivatives strategies Tax-loss harvesting
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Douglas M

Series 63, Series 65

Whiteland, IN

Myers Asset Management LLC

Douglas Myers is a financial advisor with Myers Asset Management LLC in Whiteland, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Waycross Partners LLC and Ameriprise Financial. Myers Asset Management LLC provides ongoing portfolio management to individuals and high-net-worth clients, focusing on mutual funds, equities, fixed-income securities, and ETFs. The firm uses a variety of investment methods and generally employs a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances.

Active portfolio management

Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Kevin G

Series 65

Franklin, IN

Pillar Wealth LLC

Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Wyatt M

Series 65

Franklin, IN

Pillar Wealth LLC

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Process Alliance LLC, UBS Private Wealth Management, and Inlet Realty Group. He is also a student at Franklin College. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques and fundamental research in its tailored investment advice and offers project-based consulting services alongside ongoing portfolio management.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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