Gerald Trent Mattingly
Investment adviser representative at Fifth Third Securities, Inc.
16 yearsExperience
1 stateRegistered in
$10.9BFirm assets
21 yearsFirm in business
Are you Gerald Trent Mattingly? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Fifth Third Securities, Inc.May 2026 to now
- Fifth Third BankMay 2026 to now
- Frost Brokerage Services, Inc.May 2023 to May 2026
- PNC InvestmentsAug 2021 to May 2023
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Wealth Solutions Inc.Jan 2011 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Sep 2010 to Aug 2021
- Compass BankJun 2010 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fifth Third Securities, Inc.
$10.9BAssets managed
47,014Clients
1,012Advisers
21 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
- 2510024
- Firm CRD
- 628