San Jose, CA W. Santa Clara Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 555 offices

Location

333 W. Santa Clara, 12th Floor

San Jose CA 95113

Advisors at this office

2

Advisors at this office

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Raymond R

Series 63, Series 65

San Jose, CA

FIFTH THIRD SECURITIES, Inc.

Raymond Regala is a financial advisor at Fifth Third Securities, Inc. in San Jose, CA, with 29 years of industry experience. His prior roles include 25 years at Comerica Securities and three years at Ameriprise. He is involved with FO2/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including the Passageway Managed Account Program, with options spanning mutual funds, ETFs, SMAs, and direct indexing.

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

Series 66

San Jose, CA

FIFTH THIRD SECURITIES, Inc.

Georgia Sclavos is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. She previously worked at Ameriprise and Comerica Securities, Inc. Outside of her advisory role, she provides client service and support related to money market fund investment platforms through Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and tax-optimized solutions.

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