Melody Herald
Investment adviser representative at Fifth Third Securities, Inc.
11 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
11 years in the industry.
- Fifth Third Securities, Inc.May 2025 to now
- Fifth Third BankSep 2023 to now
- Via ViteFeb 2023 to Sep 2023
- Jack Browns Burger and Beer JointMar 2022 to Feb 2023
- Dayton Independent SchoolsAug 2021 to Sep 2023
- Finish LineJun 2018 to Aug 2021
- Ivy Tech Community CollegeAug 2017 to May 2020
- Payless ShoesourceDec 2016 to Jun 2018
- Levy RestaurantsNov 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 8104438
- Firm CRD
- 628