Lucas Paez
Investment adviser representative at Fifth Third Securities, Inc.
11 yearsExperience
2 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
11 years in the industry.
- Fifth Third Securities, Inc.May 2024 to now
- Fifth Third BankMay 2024 to now
- Citizens Securities, Inc.Jul 2023 to May 2024
- Wells Fargo Clearing Services, LLCMay 2022 to Jul 2023
- Wells Fargo Bank, N.A.Aug 2021 to Jul 2023
- T-mobileMar 2017 to Aug 2021
- DknyFeb 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7567566
- Firm CRD
- 628