Joseph Clift
Investment adviser representative at Fifth Third Securities, Inc.
13 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
13 years in the industry.
- Fifth Third Securities, Inc.Aug 2024 to now
- Fifth Third BankAug 2024 to now
- Bank of America, N.A.Jan 2023 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Aug 2024
- Ameriprise Financial Services LLCApr 2022 to Nov 2022
- University of CincinnatiAug 2018 to May 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2022
- Gateway Community and Technical CollegeAug 2016 to May 2018
- Wells Fargo Advisors, LLCAug 2013 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4976525
- Firm CRD
- 628