Isaac James Rico
Investment adviser representative at Fifth Third Securities, Inc.
13 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
13 years in the industry.
- Fifth Third Securities, Inc.Jul 2023 to now
- Fifth Third BankOct 2021 to now
- Connectivity Source A T-mobile RetailerAug 2019 to Sep 2021
- Specialty Hospitals of LorainOct 2018 to Aug 2019
- Olde Town PizzaMar 2018 to Sep 2018
- Gnc Live WellApr 2014 to Feb 2018
- Lorain County Community CollegeAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
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
- 7793161
- Firm CRD
- 628