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Scott Donl Bailey

Investment adviser representative at Fifth Third Wealth Advisors LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.8BFirm assets

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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

27 years in the industry.

  1. Fifth Third Wealth Advisors LLCNov 2024 to now
  2. TIAA Trust, N.A.Oct 1999 to Nov 2024

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (MO, 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
4528810
Firm CRD
313015
Advisor's SEC record (opens in a new tab)
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