Matthew Allen Petersen
Investment adviser representative at Fifth Third Securities, Inc.
10 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
10 years in the industry.
- Fifth Third Securities, Inc.Feb 2026 to now
- Fifth Third BankFeb 2026 to now
- Charles Schwab & Co., IncMar 2023 to Feb 2026
- Charles Schwab Bank, SsbMar 2023 to Feb 2026
- UnemployedOct 2022 to Mar 2023
- Capital AnalystsJul 2022 to Oct 2022
- Gabor Financial Solutions, Lingren LLCJul 2022 to Oct 2022
- Lincoln InvestmentJul 2022 to Oct 2022
- UnemployedJan 2022 to Jul 2022
- Signature Securities GroupApr 2021 to Dec 2021
- The Vanguard Group, Inc.Jun 2017 to Mar 2021
- University of PittsburghAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6347881
- Firm CRD
- 628