Cody O'connor
Investment adviser representative at Fifth Third Securities, Inc.
10 yearsExperience
3 statesRegistered 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.Nov 2025 to now
- Fifth Third BankNov 2025 to now
- Fidelity InvestmentsMar 2025 to Nov 2025
- Fidelity InvesmentsMar 2023 to Nov 2025
- Fidelity InvestmentsMay 2020 to Nov 2020
- Comey & Shepherd RealtorsMar 2020 to Mar 2023
- Cdo ExperienceOct 2019 to May 2020
- University of CincinnatiAug 2018 to Dec 2019
- Champions Do OvercomeJul 2018 to May 2020
- Coldwell Banker West ShellMay 2015 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, 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
- 7260437
- Firm CRD
- 628