Newark, OH Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 553 offices

Location

1235 North 21st Street

Newark OH 43055

Advisors at this office

2

Advisors at this office

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Brett W

Series 65, Series 63

Newark, OH

FIFTH THIRD SECURITIES, Inc.

Brett Warrick is a financial advisor with Fifth Third Securities, Inc. based in Newark, Ohio. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Huntington National Bank, Bankers Life Securities, and experience with Ohio state organizations. Outside of his advisory work, he participates as a co-angler in professional bass fishing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets for a broad client base using third-party portfolio managers and a range of investment strategies.

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

Series 66

Newark, OH

FIFTH THIRD SECURITIES, Inc.

Stacy Lynn Schindler is a financial advisor at Fifth Third Securities, Inc. in Newark, Ohio, holding a Series 66 credential with eight years of industry experience. Her prior roles include positions at Edward Jones, Piphany, Plexus Worldwide, and Thirty-One Gifts. She is currently affiliated with both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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