Advisor at FIFTH THIRD SECURITIES, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Trafalgar, IN
Credentials
Series 63, Series 66
Industry experience
24 years
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.
Based on FIFTH THIRD SECURITIES, Inc.
Based on FIFTH THIRD SECURITIES, Inc.
$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%
Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)
Trafalgar, IN
Indiana
Fifth Third Securities
2004 - Present (22 years)
FIFTH THIRD BANK
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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 four years of industry experience. He has been managing Wealth Team LLC since 2021 and has additional experience in insurance and software development through his roles at McFie Insurance LLC, Star Solutions LLC, and other business ventures. Outside of advising, he is involved in insurance sales and manages a software development company and a business producing educational materials. Wealth Team LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on clients’ goals and risk tolerance, using a mix of fundamental, technical, and cyclical analysis, and reviews accounts regularly with attention to tax and fee considerations.
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.
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.
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.
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.
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