Dylan Tuttle
Investment adviser representative at Fifth Third Wealth Advisors LLC
10 yearsExperience
3 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
10 years in the industry.
- Fifth Third Wealth Advisors LLCJun 2023 to now
- BNY Mellon Securities CorporationJan 2020 to Jun 2023
- BNY MellonMay 2018 to Jun 2023
- UBS Financial Services Inc.May 2017 to May 2018
- Bank of America, N.A.Oct 2016 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 6694003
- Firm CRD
- 313015