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Ameesh Monal Mehta

Investment adviser representative at Fifth Third Securities, Inc.
13 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

13 years in the industry.

  1. Fifth Third Securities, Inc.Oct 2025 to now
  2. Fifth Third SecuritiesqOct 2025 to now
  3. Fifth Third BankSep 2025 to now
  4. LPL Enterprise, LLCNov 2024 to Sep 2025
  5. The Prudential Insurance Company of AmericaDec 2023 to Sep 2025
  6. Pruco Securities LLCAug 2023 to Nov 2024
  7. UnemployedMar 2023 to Jul 2023
  8. Integrity Express Logistics, LLCJun 2021 to Mar 2023
  9. Anthem Blue Cross Blue ShieldAug 2020 to Dec 2020
  10. Banana RepublicMay 2018 to Aug 2018
  11. University of CincinnatiAug 2017 to Jun 2021
  12. Jimmy John'sJun 2016 to Jan 2017
  13. Cincinnati Country Day SchoolAug 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7805461
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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