Patrick Dalton
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.Aug 2025 to now
- Fifth Third BankFeb 2023 to now
- Parkside Nursing and RehabilitationAug 2021 to Feb 2023
- Highlands Nursing and RehabilitationJan 2021 to May 2021
- Bellarmine UniversityJun 2017 to Dec 2020
- New Castle High SchoolJan 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8150394
- Firm CRD
- 628