Waxhaw, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,669,592,784
ClientsTotal clients
46,299
AdvisorsAdvisors at this office
2
Of 1,008 advisors across 555 offices
Location
8100 Kensington Drive
Waxhaw NC 28173
Advisors at this office
2
Advisors at this office
Leo H
Series 66, Series 65, Series 63
Waxhaw, NC
FIFTH THIRD SECURITIES, Inc.
Leo Harrington Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Waxhaw, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2013, totaling 13 years at the firm. FIFTH THIRD SECURITIES, Inc. serves individual, institutional, and business clients through both investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account platform, accommodating a range of investment strategies including mutual funds, ETFs, SMAs, and direct indexing.
Brett O
Series 63, Series 65
Waxhaw, NC
FIFTH THIRD SECURITIES, Inc.
Brett Oconnor is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2025, with prior roles at Fifth Third Bank, Woodforest National Bank, and Banfield Animal Hospital. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies and third-party offerings.
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