Grand Rapids, MI Burton Road SE Office
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FIFTH THIRD SECURITIES, Inc.
Enterprise
Firm-wide stats for FIFTH THIRD SECURITIES, Inc.
About
Fifth Third Securities, Inc. serves a broad mix of individual (including high‑net‑worth) and institutional clients — corporations, trusts, retirement accounts and other business entities — through both investment advisory and brokerage channels. The firm sponsors the Passageway Managed Account Program, a wrap‑fee platform delivered via Fidelity’s Managed Account Xchange (FIWA) with National Financial Services (NFS) as clearing custodian, and is registered as a broker‑dealer, SEC‑registered investment adviser, and municipal advisor.
Investment services are provided through multiple program types and third‑party portfolio managers available on the Passageway platform; clients work with an Investment Advisor Representative to establish a risk profile and select programs ranging from advisor‑directed mutual‑fund/ETF models to SMA strategies, tax‑overlay services, and direct‑indexing options. The firm discloses that IARs may act as portfolio managers in certain programs, that FIWA performs platform due diligence, and that some SMA managers use direct indexing and tax‑loss harvesting techniques.
Noteworthy distinctions include its corporate structure as a direct wholly owned subsidiary of Fifth Third Bank and the firm’s retained municipal‑advisor and broker‑dealer activities, which the ADV discloses alongside related regulatory matters and potential conflicts tied to underwriting, clearing arrangements, and advisor compensation. At enterprise scale — roughly $10.9 billion in AUM, about 919 advisors and over 46,000 clients — the brochure details multiple affiliated entities, program fees, and disclosure of conflicts so prospective clients can review how these relationships may affect advisory recommendations.
Based on FIFTH THIRD SECURITIES, Inc.
Expertise
Based on FIFTH THIRD SECURITIES, Inc.
Location
2465 Burton Road SE
Grand Rapids MI 49546
Advisors at this office
3
Advisors at this office
Benjamin J
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Benjamin Johns is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Fifth Third Securities since 2015 and has been affiliated with Fifth Third Bank since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and includes features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Michael V
Series 66
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Michael Ver Merris is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008, totaling 18 years at the firm. Based in Grand Rapids, MI, his career includes a long tenure at a major enterprise-level firm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through the Passageway Managed Account Program, featuring multiple portfolio management options and advisory programs.
David T
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
David Tiesma is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC and Fifth Third Bank. Outside of his financial career, he is active as a comedian and actor in the Grand Rapids area. 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 with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.
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