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Robert Ray Wisneski

Investment adviser representative at Fifth Third Securities, Inc.
26 yearsExperience
1 stateRegistered in
$10.9BFirm assets
21 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. Fifth Third Securities, Inc.Jan 2026 to now
  2. Fifth ThirdJan 2026 to now
  3. Edward JonesApr 2019 to Jan 2026
  4. Schwab Private Client Investment Advisory IncJan 2012 to Apr 2019
  5. Charles Schwab & Co IncApr 2000 to Apr 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
4174107
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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