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Brett Perlmutter

Fifth Third Securities, Inc.

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About Brett Perlmutter

Brett Perlmutter is a financial professional with over 25 years of experience in the industry. Brett is currently registered with Fifth Third Securities, Inc. Brett has previously held positions at SUSQUEHANNA FINANCIAL GROUP, LLLP, DEUTSCHE BANK SECURITIES INC., NOMURA SECURITIES INTERNATIONAL, INC., RBS SECURITIES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brett holds the Series 7, Series 63, and SIE licenses.

Firm Information

Brett Perlmutter is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Perlmutter’s Registration & Firm History

NY

02/12/2021 - Present

Fifth Third Securities, Inc. (NEW YORK NY)

NY

05/30/2017 - 12/21/2020

SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)

NY

07/30/2015 - 05/22/2017

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

08/31/2009 - 03/03/2015

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

CT

07/02/2008 - 05/18/2009

RBS SECURITIES INC. (GREENWICH CT)

NY

05/09/2001 - 06/17/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

08/30/1994 - 04/17/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Perlmutter.
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