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Morgan Dallas Pinkston

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.

  1. Fifth Third Securities, Inc.Apr 2025 to now
  2. Fifth Third BankApr 2025 to now
  3. Fidelity Brokerage Services LLCOct 2018 to Mar 2025
  4. Jungle Jim's International MarketApr 2018 to Oct 2018
  5. Wh CandyMar 2016 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2020

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
7034554
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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