Steven Tozer
Investment adviser representative at Fifth Third Securities, Inc.
19 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
19 years in the industry.
- Fifth Third Bank, N.A.Sep 2024 to now
- Fifth Third Securities, Inc.Sep 2024 to now
- JPMorgan Securities, LLCFeb 2019 to Sep 2024
- JPMorgan Securites, LLCJun 2017 to Feb 2019
- Fidelity Brokerage Services, LLCNov 2007 to Jun 2017
- Strategic Advisers, Inc.Nov 2007 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
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
- 5474582
- Firm CRD
- 628