Scott Thomas Ulaszek
Investment adviser representative at Fifth Third Wealth Advisors LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$7.8BFirm assets
Are you Scott Thomas Ulaszek? Claim your profile
Contact this firm
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
11 years in the industry.
- Fifth Third Wealth Advisors LLCAug 2025 to now
- Bank of New YorkJan 2022 to Jun 2025
- Bank of the WestJan 2018 to Dec 2021
- Osterweis Capital ManagementJun 2015 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 2486116
- Firm CRD
- 313015