David Burkhardt
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.
- Fifth Third Securities, Inc.May 2023 to now
- Fifth Third BankMay 2023 to now
- AdalinaAug 2022 to Apr 2023
- Truluck's SeafoodMay 2021 to Aug 2022
- Lucky's SteakhouseAug 2020 to May 2021
- Midland Country ClubMay 2019 to Aug 2020
- Olive GardenJul 2018 to Mar 2019
- Berkeley Research GroupMay 2018 to Jul 2018
- Northwood UniversitySep 2016 to May 2019
- Nexteer AutomotiveAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7737183
- Firm CRD
- 628