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Erick Palacios-cruz

Investment adviser representative at Fifth Third Securities, Inc.
14 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

14 years in the industry.

  1. Fifth Third Securities, Inc.May 2026 to now
  2. Fifth Third BankAug 2021 to now
  3. Eric Lindemier for Waterford TreasurerAug 2020 to Dec 2020
  4. Oakland County Treasurers OfficeJun 2020 to Sep 2020
  5. University of Michigan DearbornAug 2018 to May 2021
  6. Oakland Community CollegeAug 2015 to May 2018
  7. Taco BellApr 2012 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
8266241
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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