Louisville, KY 2000 Bardstown Road 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
2000 Bardstown Road
Louisville KY 40205
Advisors at this office
3
Advisors at this office
Nathan R
Series 63, Series 66
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Nathan Rainbolt is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities since 2017 and at German American Bancorp since 2016. Outside of his advisory role, he is the owner of Nathan Rainbolt Homes LLC. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via its Passageway platform, delivering solutions tailored to clients’ risk profiles.
Kirsten O
Series 63, Series 65
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Kirsten O'Neil is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities in 2024, she has been with Fifth Third Bank, N.A. since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.
Andrew P
Series 65, Series 63
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Andrew Patterson is an advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 65 and Series 63 licenses. He has experience in the financial industry since 2020, with prior roles at Fifth Third Bank and Woodforest National Bank, as well as a seven-year period at P & R Entertainment. Fifth Third Securities serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a range of portfolio management strategies via a platform supported by Fidelity’s Managed Account Xchange.
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