Vishal Sharma
Investment adviser representative at Fifth Third Securities, Inc.
24 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
24 years in the industry.
- Fifth Third Securities, Inc.Aug 2026 to now
- Fifth Third BankAug 2026 to now
- LPL EnterpriseJun 2025 to Aug 2026
- Alpha Asset Advisors LLCSep 2023 to Aug 2026
- J. P. Morgan Securities LLCSep 2022 to Sep 2023
- JPMorgan Chase BankSep 2022 to Sep 2023
- UnemployedAug 2022 to Aug 2022
- Phoenix Wealth ManagementJan 2020 to Jul 2022
- Wells FargoJun 2018 to Dec 2019
- Wells Fargo Clearing Services, LLCJun 2018 to Dec 2019
- J.P. Morgan Securities LLCOct 2012 to Jun 2018
- Bank OneDec 2002 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4418727
- Firm CRD
- 628