Chad Finch
Investment adviser representative at Fifth Third Securities, Inc.
11 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
11 years in the industry.
- Fifth Third Securities, Inc.Jul 2023 to now
- Fifth Third BankJul 2023 to now
- TIAAFeb 2020 to now
- UshaApr 2022 to Jul 2023
- TIAA-CREF Individual & Institutional Services, LLCFeb 2020 to Mar 2022
- FedexDec 2019 to Jan 2020
- United Community BankOct 2019 to Dec 2019
- UnemployedAug 2019 to Sep 2019
- 2 College BrothersOct 2016 to Jul 2019
- University of FloridaAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7219018
- Firm CRD
- 628