Stephen Francis Starzec
Investment adviser representative at Fifth Third Wealth Advisors LLC
19 yearsExperience
2 statesRegistered in
$7.8BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Fifth Third Wealth Advisors, LLCAug 2025 to now
- BNY WealthApr 2021 to Aug 2025
- Cetera Investment Advisers LLCMar 2019 to Apr 2021
- Cetera Investment Services LLCMar 2019 to Apr 2021
- Midfirst BankAug 2018 to Apr 2021
- Bancwest Investment Services, IncOct 2008 to Aug 2018
- Bank of the West Wealth ManagementAug 2007 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Fifth Third Wealth Advisors LLC
$7.8BAssets managed
1,498Clients
66Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1997156
- Firm CRD
- 313015